Rooted Wealth Advisors

About Rooted Wealth Advisors

<p>With offices from Bourbonnais and Oak Brook to Denver, Rooted Wealth Advisors works with retirees and pre-retirees who want a clear plan for turning savings into income. The firm is an SEC-registered investment advisor with locations across the Chicago area and downstate Illinois (Bourbonnais, Champaign, Bloomington, Peoria), plus Brentwood in the Nashville metro, St. John in Northwest Indiana, and Denver.</p> <p>Rooted Wealth Advisors runs its planning through the “Rooted Retirement Process,” a step-by-step approach that starts with a review of current finances and goals, then builds a written strategy that can be updated as life and markets change. The team also provides ongoing monitoring and adjustments during retirement.</p> <p>For employer plans, Rooted Wealth Advisors offers 3(21) fiduciary investment advisory services as a <a href="/plan-advisors">plan advisor</a>, helping plan sponsors document decisions and manage investment oversight. The firm reports $0.3B in AUM (2026).</p> <p>What sets the firm apart is its structured retirement process paired with a multi-office footprint across the Midwest and beyond, which supports in-person service for many plan sponsors and participants.</p> <ul> <li>SEC-registered investment advisor</li> <li>3(21) fiduciary investment advisor services for retirement plans</li> <li>Retirement planning and ongoing portfolio management</li> <li>Offices in IL, TN, CO, and IN</li> </ul>

Website: https://rootedretirement.com/