Roseman Wealth Advisors

Roseman Wealth Advisors Financial Planning / Wealth Management / Retirement Plan Consulting Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC.

Roseman Wealth Advisors is an East Texas financial planning / wealth management firm committed to developing trust-based relationships with clients, providing prudent and practical financial advice, while inspiring people to live abundant lives focused on serving others. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Roseman Wealt

h Advisors is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures


This profile is published for residents of the United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. For more information about the financial services industry, please visit:
www.finra.org
www.sipc.org

We love Beyond Business! Our team was grateful to attend Beyond Business Connect yesterday morning. It was a meaningful ...
07/17/2026

We love Beyond Business! Our team was grateful to attend Beyond Business Connect yesterday morning. It was a meaningful opportunity to connect with other local professionals and be reminded of the importance of living out our faith in the workplace. Thank you for creating such an encouraging community!

07/09/2026

What does "liquidation" really mean, and when might it come into play? Josh Roberts breaks down this important financial term in a simple, easy-to-understand way.

Watch this week's Word of the Week to expand your financial vocabulary and gain confidence in the language of investing.

Happy Fourth of July!Today we celebrate the freedoms we enjoy and honor the courage and sacrifice of those who made them...
07/04/2026

Happy Fourth of July!

Today we celebrate the freedoms we enjoy and honor the courage and sacrifice of those who made them possible.

From all of us at Roseman Wealth Advisors, we wish you a safe, joyful, and meaningful Independence Day spent with family, friends, and those you love.

Happy Independence Day! ❤️🤍💙

In observance of Independence Day, our office will be closed on Friday, July 3.We hope you have a safe, joyful, and rela...
07/03/2026

In observance of Independence Day, our office will be closed on Friday, July 3.

We hope you have a safe, joyful, and relaxing Fourth of July weekend! We look forward to serving you when we return during our normal business hours.

Happy Independence Day! ❤️🤍💙

🚀 SpaceX is officially public—and one of the largest companies ever to hit the market.The bigger question for investors ...
06/24/2026

🚀 SpaceX is officially public—and one of the largest companies ever to hit the market.

The bigger question for investors isn't just whether to buy it, but how it impacts a diversified portfolio. Let's take a look at what this historic IPO means for investors.

Today we celebrate the fathers, grandfathers, and father figures who help strengthen our families and community through ...
06/21/2026

Today we celebrate the fathers, grandfathers, and father figures who help strengthen our families and community through their care and commitment.

Thank you for the example you set, the sacrifices you make, and the legacy you build every day. Wishing every dad a very happy Father's Day!

Field trip report: Mentoring Alliance Summer Camp is Incredible. Nina remains undefeated in Gaga Ball.A huge thank you t...
06/19/2026

Field trip report: Mentoring Alliance Summer Camp is Incredible. Nina remains undefeated in Gaga Ball.

A huge thank you to Mentoring Alliance for giving our team a behind-the-scenes look at the life-changing impact they're making through their summer camps across Texas. We loved learning more about their mission and seeing their work in action!

06/18/2026

No one likes paying taxes, but that check to the IRS is often a sign your investments are doing exactly what they’re supposed to. In today’s increasingly concentrated market environment, avoiding taxes can come at the cost of taking on unintended risks.

In this week’s Money with Murphy, Kara reframes how to think about capital gains and why disciplined portfolio management matters more than tax avoidance.

06/15/2026

We are all about stewardship at Roseman Wealth Advisors. Not only is stewardship a key principle in financial planning, but it also has deep biblical roots. In this week's Word of the Week video, we discuss what stewardship means and how biblical truths can influence the way we manage the resources we've been entrusted with.

Nothing fuels FCA All-Star athletes quite like pancakes and bacon! 🥞🥓We loved having the opportunity to serve breakfast ...
06/05/2026

Nothing fuels FCA All-Star athletes quite like pancakes and bacon! 🥞🥓

We loved having the opportunity to serve breakfast to these student-athletes as they grow in their faith, build friendships, and develop their leadership skills. Grateful to have the opportunity to get involved with this amazing ministry!

Address

3300 South Broadway, Suite 102
Tyler, TX
75701

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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