If you are wondering how to find a financial advisor that places your interests first, your search has led you to the right place. Roof Advisory Group consists of financial advisors that provide direct and ongoing portfolio management to individuals, trusts, not-for-profits, foundations, pension plans, and corporations. In addition, consultative investment advisory and financial planning services are provided on a per project basis.
Based on our clients’ personal needs and circumstances, each service may be provided in combination or offered individually.
Focused and disciplined
Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
Non-biased professional experience
Focus on trust, integrity, expertise and service
The firm’s objective is to provide the best customized solution for our clientele. All services are provided on a fee-only relationship.
- Active Management
- Asset Allocation
- Security Selection
- Performance Tracking
- Risk/Return Comparison
- Starting at $500k Investable Assets
- Investment Analysis
- Portfolio Evaluation
- Retirement Planning
- Saving for College
- Business Transition
- Financial Analysis
- Intergenerational Planning
- Retirement Income Planning
- Cash Flow Management
- Wealth Distribution Strategies