What's Your Dream

You have dreams. We can help you bring them to life. Schedule a FREE CONSULTATION today!

Hi, I'm Tony Root

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– Tony Root

The Value of An Advisor

We believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave’s 7 Baby Steps or just getting started, we are here to help!

$ 1
with an advisor
$ 1

* Based on a 25 Year Investment

How I can Help?

Financial Planning

Estate Planning

Retirement Planning

Insurance Planning

College Planning

Business Planning

Ready To Get Started?

Get started with our team in 3 simple steps!

Step 1:

Schedule A Consultation

Schedule a FREE initial consultation with myself, Tony Root, so I can better understand your goals.

Step 2:

Have A Conversation

During this conversation we’ll have a chance to assess your current financial situation and make a plan for the future.

Step 3:

get Back To Your Life

After our meeting I’ll come up with a comprehensive financial plan to meet your needs and budget.

Market Update

Let’s take a quick look at what’s happening in the market today.

Get In Touch

Meet Us

123, Route 66, DC 20004

Call Us

+1 234 567 890

Email Us