507 N. Front Street Harrisburg, PA 17101
717.260.9281
Roof Advisory Group's team

Celebrating 20 Years of Building Customized Financial Futures

The Roof Advisory Group story begins with its founder, E. Jeffrey Roof. While working as an executive for several major…

Read more

Roof Advisory Group Announces New Chief Investment Officer

Harrisburg, July 9, 2018 – Roof Advisory Group’s Senior Portfolio Manager, Dan Eye, has been promoted to Chief Investment Officer.…

Read more
Charitable Giving

Charitable Giving Isn’t Just For Year-End

Although ‘Christmas in July’ is far catchier than ‘charitable giving in July,’ the theme is the same… …there’s no need…

Read more
logging in

Schwab’s Two-factor Authentication Helps Protect Your Account

In an ongoing effort to enhance security, enrollment in Schwab’s two-factor authentication system is even easier than before.  Users can…

Read more
investment strategies

Critical Investment Strategies For Downside Protection

Successful investment strategies are less about capturing 100% of the market’s upside and more about missing the potholes. Avoid the…

Read more
Adrianne Smith Roof Advisory Group

Roof Advisory Group Adds to the Team

Client Administration Specialist, Adrianne Smith   Harrisburg, May 31, 2018 – Continuing its commitment to top-tier client service, Roof Advisory…

Read more
financial planning concerns

Women Face Unique Financial Planning Challenges

Article Published in The Central Penn Business Journal By: Bradley R. Newman, CFP® and Bryson J. Roof CFP® Women face…

Read more
Brad Newman

Tax Changes Just Part of the Larger Conversation

Tax Cuts and Jobs Act of 2017 Impact On Financial Health With the ink still wet on the freshly signed…

Read more
passive strategies

Investors Shouldn’t Aim for ‘Average’

Our previous article discussed how investors have gotten too caught up in the debate over active versus passive strategies while…

Read more
ask your financial advisor

Vital Question to Ask Your Financial Advisor

The financial industry is filled with jargon that can leave the consumer feeling overwhelmed and sometimes even misled. It is…

Read more

Archives