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).
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.
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.
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.