Experience peace of mind knowing our team is providing expert guidance to ensure you stay on track to reach your retirement goals. Planning is at the core of our advice. Let our smart technology combined with human insight show you the best plan for your money. Tom and Sally had maxed out 401(k) plans, paid down their mortgage, and had other investment accounts, the problem was they had no idea how to manage their investments in a way that would support their income for the rest of their lives.
Together we created a customized investment strategy giving them the ability to know that their retirement savings are protected and they have more than enough to comfortably support themselves for the rest of their lives.Brian and Tina weren't worried about having enough money to retire. He had sold his business for a healthy amount and she had a pension from her years of service as a teacher.
Together we created a customized investment strategy giving them the ability to know that their retirement savings are protected and they have more than enough to comfortably support themselves for the rest of their lives.Brian and Tina weren't worried about having enough money to retire. He had sold his business for a healthy amount and she had a pension from her years of service as a teacher.
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You want to know that you are making the right decisions when it comes to setting yourself up for a secure retirement. You want to be confident that your well-being means something and is being cared for. At Root Financial Partners we understand people and know that you want to be confident in your financial future.
We know what it feels like to be uncertain about your retirement and not feel confident about your financial future. If you're like most people we work with, you've felt unsure that you're making the most of what you have. And you've likely wondered if there was a clear pathway to retirement that helped you feel financially secure.
Ari joined Root Financial Partners after spending two and a half years at Nuveen Investments, a global top-five wealth management firm, helping clients with income generation, alternative investments, and socially responsible investing. After discovering how much he enjoyed working with clients, Ari sought out the independent advisory world to find a client-facing role so he could make a difference in client's lives.
Reviews (6)
Linda Cannon
Jul 29, 2021
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I am mostly a DIY financial type but I needed some assistance on retirement projections and portfolio allocation as my husband and I are were looking for confirmation that we could indeed pull the trigger and retire. The projections and insight he provided gave us the confidence to make that decision. He also has a helpful podcast I listen to. I wouldn't hesitate to use Root Financial for a one time check up or on more of an ongoing asset management relationship. I like that they offer both options. Most firms only offer an assets under management service. It was exactly what we needed at this
Jonathan Reading
Mar 28, 2021
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James is equally a great person and a great CFA. When having someone support and guide your financial plans, you want someone in your corner, who has your best interests in mind. James is a certified Fiduciary and truly acts that way. He won't push a product on you that you don't want and he wont push an agenda on you for his own benefit. I highly recommend James and Root Financial Partners for your financial planning needs.
Kassondra Landry
Mar 27, 2021
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James provided me with a free consultation and explained to me that hiring a financial advisor would not be financially beneficial to me at this time and instead offered me free advice on next steps to take in regards to student loans & retirement funds. There are a lot of people out there that would just take my money and instead James gave me his honest perspective that was in MY best interest. Thank you James for being so helpful on our call and providing me with great advice. When the time is right for me to hire an advisor this will be the first place I come to!
David Whitacre
Feb 15, 2021
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Listens well. Up to this point, has provided sound financial guidance and patiently educates and motivates us towards our long term retirement goals. After interviewing many CFP's prior to meeting James. My wife and I all but given up. During our initial 30/min interview we felt we made a connection. James has made such dramatic changes to our long term financial portfolio and for the first time, James has made my wife and I feel that we can look forward to our future retirement.
Captis Visuals
Jan 29, 2020
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I have been running a successful business for a few years, but felt like things were a little out of control and I definitely needed to clean things up a bit. James took the time to really understand what I was looking to do and what my goals were. He helped me put together a plan to get my business finances in order.
K. Shields
Sep 03, 2019
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James Conole has taken our financial management and planning to another level. He truly partners with us to help us consider the many factors involved in near term and long term planning, and "prepared" is an understatement. James is always prepared, he anticipates questions and comes to the table with answers, and is very quick to respond. He has done more for us in one year of partnership than we had with our prior planner in five years; and he never forgets anything! It's as if he's part of our family. He's clearly passionate about his work, and is able to explain complex financial considerations
