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.

26/05/2026

My grandfather won the Grand Champion Steer in 1948. That trophy is sitting behind me right now. 🐄

Most financial advisors don't have one of those in their office.

Farming isn't something you can learn from a textbook. You either lived it or you didn't. And when it comes to retirement planning for farm families, that difference shows up in every single conversation.

That's why I wrote Harvesting Tomorrow.

👉 Grab your copy at HarvestingTomorrow.com.

Today we pause.Not to celebrate a long weekend. But to remember.We remember the men and women who left their families, t...
25/05/2026

Today we pause.

Not to celebrate a long weekend. But to remember.

We remember the men and women who left their families, their farms, their towns, and put on a uniform anyway.

Some came home. Some didn't.

Because of them, we gather freely. We build businesses. We raise families. We live lives they made possible.

So today we honor them. We grieve with those who loved them. And we remember that the freedom we live in isn’t free.

Don't let today pass without remembering.

From all of us at Rooted Wealth Advisors…

thank you to the men and women who served and continue to serve this country. 🙏

Happy Birthday, Zach Gray! 🎂Rooted started with a vision. A belief that families deserved more than cookie-cutter advice...
25/05/2026

Happy Birthday, Zach Gray! 🎂

Rooted started with a vision. A belief that families deserved more than cookie-cutter advice and a firm handshake.

Zach built something different, and the proof is in the people around him and the clients who trust him with the most important decisions of their lives.

He's a University of Illinois alum, a multi-time author, a husband to Jenna, and a dad to four kids who somehow keep him even more motivated than he already was.

If you've ever been on a call with him, you know he never runs out of ideas or energy. Rooted exists because Zach refused to do things the easy way. We're all better for it.

Happy Birthday, Zach. We're so grateful for you! 🎉🙏

Happy Birthday, Jason! 🎂 Farm kid. Navy veteran. Former teacher. Swiss Army Knife. Jason has lived a full life before mo...
24/05/2026

Happy Birthday, Jason! 🎂

Farm kid. Navy veteran. Former teacher. Swiss Army Knife. Jason has lived a full life before most people even figure out what they want to do, and he brings every bit of that experience to the Rooted team.

Eight years of service, multiple tours, and a master's degree in education… and he still shows up every day with the same dedication he learned growing up on that farm outside Gilman.

When he's not taking care of clients, he's taking care of what matters most. His wife, his three kids, and hopefully a fishing rod. 🎣

Happy Birthday, Jason. We're honored to have you. 🌱

Happy Work Anniversary, Andrew Lee! 🎉 Jack of all trades is an understatement. Andrew handles trading, financial analysi...
23/05/2026

Happy Work Anniversary, Andrew Lee! 🎉

Jack of all trades is an understatement. Andrew handles trading, financial analysis, client service, and data operations without missing a beat.

He's the kind of person you didn't know you needed on the team until you have him and then you can't imagine it without him.

Pontiac, Illinois raised and proud of it. When he's not wearing five different hats at Rooted, he's at the gym, working on his golf game, or keeping up with the latest in economics. Because of course he is.

Happy Anniversary, Andrew! Grateful to have you in the Rooted fam. 🌱

19/05/2026

The year your Section 179 deduction is biggest is actually your best tax opportunity.

Most farmers never see it. The write-off drops your taxable income…

and that is your window to move IRA dollars to a Roth at a rate you may never see again.

We call it a Strategic Roth Transfer. It is one of the most valuable moves in agriculture that nobody is talking about.

It is in the book.

👉 Grab your copy at HarvestingTomorrow.com.

15/05/2026

Ask your financial advisor how farm income averaging affects your tax picture in retirement. 🤔

If they hesitate, you have your answer.

Farming retirement is a specialty. The tax questions are different. The land sale questions are different.

The succession questions are different.
Most advisors were never trained for any of it.

Harvesting Tomorrow was written by someone who was.

👉 Grab your copy at HarvestingTomorrow.com.

Happy Work Anniversary, Peyton Rhodes! 🎉Peyton is one of those crucial people who keeps things running behind the scenes...
13/05/2026

Happy Work Anniversary, Peyton Rhodes! 🎉

Peyton is one of those crucial people who keeps things running behind the scenes and makes everyone around him better for it. He brings fresh energy, a genuine passion for the work, and deep roots in the community that fits Rooted perfectly.

He continues to make an impact for our team and our clients daily, and we're grateful for how he shows up!

Happy Anniversary, Peyton! We're blessed to have you on the team.🌱

That is one of the core lines in the book. And I mean it. 📖The succession plan is not just for your kids. It is what giv...
11/05/2026

That is one of the core lines in the book. And I mean it. 📖

The succession plan is not just for your kids. It is what gives you permission to actually rest.

Most farm families delay this conversation. And the longer it waits, the harder it gets.

Chapter four of Harvesting Tomorrow walks through how to get it on paper.

Get your copy at no cost:
👉HarvestingTomorrow.com

🌸 Celebrating the amazing moms of Rooted today! 💛From the women on our team to the incredible moms who support them at h...
10/05/2026

🌸 Celebrating the amazing moms of Rooted today! 💛

From the women on our team to the incredible moms who support them at home, we’re so grateful for the love, strength, and care you pour into your families every single day. You are the heart behind so much of what makes our Rooted family so special.

Wishing all the moms out there a Happy Mother’s Day- you deserve to be celebrated today and always! 💐

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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

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