Rooted Wealth Advisors

Rooted Wealth Advisors is an independent financial advisory firm founded by Zach Gray, specializing in retirement planning and wealth management for families preparing for or living in retirement. They offer comprehensive financial advice through a three-step process: evaluating your current financial position and retirement goals, creating a personalized plan to achieve your retirement vision, and providing ongoing adjustments through regular meetings. The team emphasizes personalized service, treating clients as individuals rather than account numbers, and helps thousands of families build confidence and clarity about their financial futures.