Get the personalized financial planning, investment management and tax strategies you need to minimize stress and achieve your financial goals. Regardless of your situation, we can provide the full-service financial advice, planning and coaching to get you to the next level. Locally owned and independent, Rock House Financial is passionate about helping you create a more confident financial future.
We are fiduciaries who offer fee-only financial planning, investment management and tax strategies to help you minimize financial stress and achieve your goals. Advisory services offered through RH Advisors, LLC dba Rock House Financial, a registered investment advisor.
We are fiduciaries who offer fee-only financial planning, investment management and tax strategies to help you minimize financial stress and achieve your goals. Advisory services offered through RH Advisors, LLC dba Rock House Financial, a registered investment advisor.
Services
Our investing philosophy is data-driven and informed by not only the history of different markets and their performance over the years but also our own years of experience in seeing the effects of our decisions on our clients' futures.
Our approach to financial planning goes far beyond just investment management (though we take great pride in our world-class investment offerings) to encompass all the most important aspects of your life, especially your family and those under your care.Our main office is in a carefully restored historic rock home in Farmington, Utah, and we have been in that location since 2007.
Our approach to financial planning goes far beyond just investment management (though we take great pride in our world-class investment offerings) to encompass all the most important aspects of your life, especially your family and those under your care.Our main office is in a carefully restored historic rock home in Farmington, Utah, and we have been in that location since 2007.
Imagine instead that you feel confident about your money and optimistic that you'll end up where you want to be. Comprehensive help including tax strategies. Most advisors don't do much to save you on taxes, but freeing up money that way is the easiest option to save more for your future. At Rock House, we're always looking for tax saving opportunities for you, including estate planning strategies.
After graduating with his MBA, Bob Aamodt had already amassed an impressive list of accomplishments, including running a software company and building and selling his first business. He then began teaching investments and portfolio theory at the University of Utah. While he loved teaching and had a passion for investing, he still felt something was missing.
Rock House Financial is a fee-only financial advisory firm. We do not accept commissions or other payments from anyone other than our clients. Being fee-only is the best way we can align our incentives with yours and avoid as many conflicts of interest as possible. As fiduciaries, we are legally and ethically obligated to always advise what is in your best interest, not our own or anyone else's.
Many advisors help with some of your needs, but not all, which can leave you not making the progress you want. At Rock House, our financial planning is much more intensive. It is comprehensive, personalized and most importantly, continuous. It's not just a document that sits on your shelf.it's a living, breathing road map to your ideal life.
Reviews (1)
Eric Larson
Jul 06, 2020
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I have worked with Rock House Financial since it’s founding and with Bob Aamodt since 2000.
I am always provided with a sound financial plan, easy access to an advisor to discuss concerns or strategies, a consistent return on my money but above all peace of mind that my financial holdings are safely managed .
I am always provided with a sound financial plan, easy access to an advisor to discuss concerns or strategies, a consistent return on my money but above all peace of mind that my financial holdings are safely managed .
