Rooted Wealth Advisors

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Rooted Wealth Advisors Rooted Wealth Advisors isn't your typical wealth management firm.

We're not afraid to roll up our sleeves and work hard to build the best version of the rest of your life alongside you. Our firm’s mission is to provide insightful and timely financial planning and investment advice for clients of all ages and walks of life. Investment advisory services offered only by duly registered individuals through Rooted Wealth Advisors.

Think you know your Rooted Green? 🌳Drop your guess (1–5) below, we'll confirm the real one in the comments soon.A little...
27/08/2026

Think you know your Rooted Green? 🌳

Drop your guess (1–5) below, we'll confirm the real one in the comments soon.

A little like retirement planning:
close enough isn't the same as exact.

We build your plan down to the detail, timing, taxes, income, so nothing is left to a guess.

Comment your number below 👇

26/08/2026

Yesterday we lost an American icon. 🕊️ 🙏

We believe that Dolly Parton's legacy will forever live on.

Long before the Grammys and the Hall of Fame, Dolly watched her own father struggle to read. That memory is what became the Imagination Library: a free book mailed to a child's door every month until they turn five.

Millions of kids. Millions of first stories.

This year, Rooted Wealth Advisors partnered with the Imagination Library to bring that same gift to children right here in our community, and today, we'd love for you to help us carry her legacy forward.

Every donation made through the link below will be matched by Rooted, so your gift goes twice as far toward putting books in little hands.

📖 donorbox.org/rooted2026

Rooted Wealth Advisors is not affiliated with Dolly Parton's Imagination Library. Donations go directly to Dolly Parton's Imagination Library and are not processed through Rooted.

Happy work anniversary, Emily! 🎉🎉Ask anyone who has worked with Emily Leibach and you'll hear the same thing... she care...
14/08/2026

Happy work anniversary, Emily! 🎉🎉

Ask anyone who has worked with Emily Leibach and you'll hear the same thing...

she cares. Really cares.

It shows up in how she walks new clients through onboarding, how she interacts with our team, and really everything she does.

That heart for service shows up everywhere...

In the way she remembers the little things about your day. In the extra minute she takes to make sure you feel heard.

Ask her about her favorite canine, Kobe, and get ready to smile.
Ask about her family, her latest trip, or her next shopping find, and you'll get the same thing every time: an incredible story and magnetic enthusiasm.

Emily, thank you for bringing your whole heart to Rooted every single day. We are lucky to call you family.

Happy anniversary! 🐾

Happy birthday, John Savarino! 🎉🎂Most people spend their weekends relaxing. John spends his chasing personal bests down ...
11/08/2026

Happy birthday, John Savarino! 🎉🎂

Most people spend their weekends relaxing. John spends his chasing personal bests down a quarter mile drag strip somewhere across the Midwest.

Turns out the same nerve it takes to launch off the line is exactly what makes him so good at helping clients make big financial moves with confidence.

We are so grateful for you, John. The clarity and care you bring to every plan, and the way you make complicated decisions feel simple, are a huge part of why families trust Rooted with their future.

This team is better with you on it.

Here's to another year of fast cars, good wine, and even better client wins.

Happy birthday, John! Drop a birthday message for him in the comments below! 👇🎉

Our power is down, but we're not! ⚠Phones are temporarily out — reach us at info@rootedretirement.com and we'll get righ...
11/08/2026

Our power is down, but we're not! ⚠

Phones are temporarily out — reach us at [email protected] and we'll get right back to you.

Thanks for your patience! 🙏

The Allegros are officially married! 🎉Congratulations to Alex and Cassidy on tying the knot this weekend!They are an inc...
10/08/2026

The Allegros are officially married! 🎉

Congratulations to Alex and Cassidy on tying the knot this weekend!

They are an incredible couple, and it was truly a celebration worth raising a glass to.

Wishing you two a lifetime of love, laughter, and adventures side by side. Cheers to Mr. and Mrs. Allegro! 🥂

05/08/2026

The "I'll deal with it later" trap isn't harmless — it's expensive. 😬

Debt and savings run on the same rule: compound growth.

Wait to pay off debt, and interest stacks against you.
Wait to save, and you lose the time that would've grown it.

Either way, delay is the cost.

Whether it's $10 a month or $1,000 a month, starting now beats waiting for the "right" amount.

Want to talk through your plan — paying off debt or saving for retirement? Give us a call: 866-766-8332

👉 Or dive in deeper on other traps here: rootedretirement.com/five-cracks

Happy anniversary, Noah Posthumus! 🎉If you've ever seen Noah's lawn, you already know the guy doesn't do anything halfwa...
01/08/2026

Happy anniversary, Noah Posthumus! 🎉

If you've ever seen Noah's lawn, you already know the guy doesn't do anything halfway. That same all in, get every detail right energy is exactly what he brings to our clients every single day.

We are so grateful for you, Noah. Nearly 20 years in the service industry, and you still show up with the same enthusiasm and genuine love for people that makes everyone who works with you feel like they matter.

Add in a good golf game, a better fishing spot, and weekends built around Samantha, Atticus, and Penelope, and you've got a guy who knows exactly what matters most.

Rooted is better because you're on this team.

Here's to another great year, Noah! Help us give some love to him in the comments below! 👇🎉

Happy birthday, Andrew Lee! 🎉🎂If you need something analyzed, traded, or explained with a solid movie reference thrown i...
01/08/2026

Happy birthday, Andrew Lee! 🎉🎂

If you need something analyzed, traded, or explained with a solid movie reference thrown in, Andrew's your guy.

He's the definition of a jack of all trades around here, and somehow good at literally all of them.

We are so grateful for you, Andrew. Your attitude, your teamwork, and your knack for making trading, data, and economics feel approachable are a huge reason things run as smoothly as they do around here.

Rooted is lucky to have you.

Here's to another year of great trades, great reps at the gym, and yes, that mustache staying legendary.

Happy birthday, Andrew! Drop a birthday message for him in the comments below! 👇

Happy birthday, Jenna Gray! 🎉🎂Anyone who can run a household with four kids and still be the steady hand behind Rooted's...
29/07/2026

Happy birthday, Jenna Gray! 🎉🎂

Anyone who can run a household with four kids and still be the steady hand behind Rooted's strategy and growth deserves a serious celebration everyday.

We are so grateful for you, Jenna. For the calm you bring when things get chaotic, for the vision you help build alongside Zach, and for the heart you pour into this team and every family we serve.

Rooted is stronger because you're in it, and we don't take that for granted.

Here's to another year of big wins, bigger laughs, and everything you love most.

Happy birthday, Jenna! Drop a birthday message (or your favorite Jenna memory) in the comments below! 👇

Address


Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00

Telephone

+18667668332

Website

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