Root Financial Partners

EST. AUM
$2,147,774,389

CONTACTS
22

CLIENT ACCOUNTS
4,110

Firm Details

Metro area San Diego
CRD Number 290289
Website rootfinancial.com
Client types

Overview

Root Financial Partners is a financial planning firm that provides personalized financial strategies for individuals. The company specializes in retirement planning and offers customized solutions designed to align with clients' specific goals and values. The firm focuses on understanding each client’s unique circumstances and priorities to create tailored financial plans. Root Financial Partners aims to provide guidance and support to help clients achieve their financial objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Root Financial Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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