507 N. Front Street Harrisburg, PA 17101

SEC Registered Investment Advisor

Incorporated in January 1998, Roof Advisory Group, Inc. was and is an independent, Registered Investment Advisor (RIA) with the United States Securities & Exchange Commission (the SEC).

Our Mission

The sole mission of the firm is delivering objective investment management and financial advice on a fee-only basis. The firm receives no compensation whatsoever in the form of loads, commissions, or 12b-1 fees. We advise clients on managing their assets in the most effective and efficient manner, providing customized solutions for both individual and institutional clients.

SEC Registered Investment Advisor
Awards & Acknowledgements
Million in Assets Managed
Years Combined Experience

Our Vision

We believe that all clients should be “clients of the firm.” To that end, our clients have an entire team who knows their background, specific needs and challenges. We are all working on behalf of each client as individuals.

Our Standards

Roof Advisory Group’s reputation for outstanding quality, service, and expertise has made us one of the Harrisburg, York, and Lancaster 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 InvestmentNews, repeatedly ranking us as one of the nation’s top professional investment advisors compared to our peers.

Our vision is clear. Our focus is constant. We make your wealth work for you.