Root Financial Partners is an independent registered investment advisor based in Solana Beach, CA, offering empathetic financial advice and human-first financial planning services. With a focus on helping clients get the most out of life with their money, Root Financial Partners provides personalized and transparent financial planning, retirement planning, investment management, tax planning, estate planning, insurance review, and cash flow planning services. Their team of knowledgeable and honest advisors work with clients remotely throughout the United States, ensuring their best interests are always put first.
Root Financial Partners takes a proactive approach to financial planning, going beyond standard withdrawal strategies and offering strategies to optimize spending and saving for tax efficiencies. They charge a fee based on a percentage of the value of the investments they manage, with no additional charge for tax and estate planning advice. With a mission to help clients feel calm and excited about their financial future, Root Financial Partners provides ongoing service and support to continually evaluate and optimize clients' financial needs.
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