507 N. Front Street Harrisburg, PA 17101
717.260.9281

Our Process

Each person’s investment situation is unique and addressed as such. Our recommendations are always made in a way that maximizes returns within jointly determined risk parameters.

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Our Clients

From professionals, lawyers, business owners to those retirement-ready or seeking a solid financial plan, you’d be hard-pressed to find a scenario that we have not worked with successfully. View Client Profiles

How We Charge

We charge an investment management fee, no commissions, no revenue sharing, no nonsense. As a result, our invoicing is simplistic and transparent.

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TRULY FEE ONLY FIDUCIARY INVESTMENT ADVISORS

There is a great amount of comfort in knowing that your financial future is secure. Whether you are planning your retirement or ready to have your hard-earned assets managed by an expert,

Roof Advisory Group is:

  • PROFESSIONAL

    Expertise that is focused and disciplined. Our process is designed to mitigate downside portfolio risk while optimizing overall investment returns when compared to clearly identified benchmarks.

  • FIDUCIARY

    Bound by regulations to provide non-biased investment management clients can trust, reflecting the firm’s core concept of integrity.

  • RESPONSIVE

    Firm members are all responsible for prompt communication to each client no matter the size.

  • PERSONAL

    We consider each client’s individual needs and situation before making any recommendation.

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GET SERIOUS ABOUT MONEY MANAGEMENT

When you’re serious about managing your money you need a trusted fiduciary investment advisory firm that will create a plan based on your unique needs for:

Retirement Planning
Wealth Management
Inherited Wealth
Portfolio Management
Financial Planning
Investment Advice

Our in-house experts in wealth management, financial planning, and investment analysis work as a team to create personalized results, always in your best interests. Always.

Schedule an Appointment

Contact us for a portfolio evaluation.

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