Rooted Wealth Advisors

Financial Advising
Hours: Rooted Wealth Advisors is a local financial planning and investment service based in Champaign, Illinois. They believe in working hard for their clients' money and families, offering services such as investment planning, retirement planning, and wealth management. Rooted Wealth Advisors aims to help their community plan for the future and is looking to expand to serve more surrounding areas. Clients praise Rooted Wealth Advisors for their personalized approach, using empirical data-driven investing while considering clients' goals, risk tolerance, and social justice concerns. Unlike larger firms, Rooted Wealth Advisors provide consistent, knowledgeable advisors who can answer complex questions. They also offer additional services like estate attorney referrals and client events, creating a positive, community-oriented experience. Overall, Rooted Wealth Advisors is highly recommended for their professional, knowledgeable staff, their ability to build wealth even in challenging economic times, and their commitment to their clients' financial well-being and peace of mind.

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