Rood Financial, LLC

About Us

Rood Financial, LLC is a multigenerational Registered Investment Advisory Firm specializing in comprehensive financial planning and wealth management. We are fee-based fiduciary financial planners and don't charge any commissions.

We provide personalized financial solutions that consider all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. We are committed to transparency and building enduring partnerships with you based on mutual trust, shared values, and sound investment strategies. Together, we can create a comprehensive, long-term plan that reflects what is most important to you — your values, needs, concerns and hopes.

We make it easy, intentional, and empowering, and aim to treat you like we want to be treated. Your trust may be the most valuable asset to our firm. Trust and finances have a dynamic relationship. If trust erodes, finances fail, and relationships break. Being a fiduciary means we value your investments, attention, time, and most of all, trust with utmost care.

At Rood Financial, we offer the financial support you need to align your money momentum with your values and goals for the future. We work hard to anticipate your needs, not just react when you have a question. We’re here to offer the kind of financial support that prioritizes your passions, not just dollars. That anticipates your questions, not just the bottom line. That protects your best interests, not just your assets.