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Our Firm

Rocktree Financial Advisors: Defining and defined by financial advocacy.

Rocktree Financial Advisors was founded on a big idea. We’d show our clients how to connect their financial decisions with their most heartfelt values, relationships and interests. Easily said, but harder to find investment advisors who do it. We built our firm to make it happen for you.

We're here for our clients, period. In the financial industry, traditional "advice" is so often conflicted and opaque.  In contrast, we have a fee-only pricing model, with all costs transparent and open. As a Registered Investment Advisor firm, we have a fiduciary duty to our clients — to advise and advocate strictly in your highest financial interests — and we wouldn’t have it any other way.

We offer financial expertise in an easy-going atmosphere. We are thorough and diligent in our financial, investment and wealth management services. But we do it in a personal, relaxed, and easy-going manner, creating a comfortable and trusting space for you to learn, grow, and become an informed and confident investor. 

We're a local boutique firm, but we’re not alone. Rocktree is supported by DKE Advisor Solutions, which provides back-office support, trade execution, portfolio construction and many other services.  Our alignment with DKE significantly elevates our ability to address even the most complex financial circumstances. We are small, but mighty!

 

Meet our President