Roof Advisory Group, Inc. is comprised of financial professionals
with 130 years of combined experience. Their extensive
backgrounds provide select clientele with the confidence and clarity
required to address today's complex investment management and financial
The firm is an independent Registered Investment Advisor that provides
all services on a fee-only basis, assuring clients that portfolio
management decisions, investment advice, and planning recommendations
are always 100% objective.
OUR VISION IS CLEAR, OUR FOCUS CONSTANT, MAKING YOUR WEALTH
WORK FOR YOU
- Uncompromised integrity - no conflicts of interest.
- Customized portfolio management.
- Personalized investment strategy.
- Comprehensive financial planning.
- Highest quality client service.
WE KNOW THE INVESTMENT BUSINESS.
Roof Advisory Group's reputation for outstanding quality,
service, and expertise has made them one of the region's
premier investment management and financial planning firms.
These high-standards have also been recognized by professional
industry publications such as Financial Advisor, Wealth Manager
and Investment News, repeatedly ranking us as one of the nation's
top professional investment advisors compared to our peers.