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.

when you're serious about managing you money

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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