# Rooted Wealth Advisors
Source: https://planprovider.pro/provider/rooted-wealth-advisors

> Rooted Wealth Advisors is a leading SEC-registered investment advisor firm with offices across Illinois (Bourbonnais, Champaign, Bloomington, Oak Brook, Peor…

Retirement Plan Advisor

Bourbonnais, IL

## About Rooted Wealth Advisors

Rooted Wealth Advisors is a leading SEC-registered investment advisor firm with offices across Illinois (Bourbonnais, Champaign, Bloomington, Oak Brook, Peoria), Tennessee (Brentwood/Nashville), Colorado (Denver), and Indiana (St. John). Specializing in retirement planning, Rooted Wealth Advisors helps individuals and families cultivate, plant, and nurture their financial future to achieve clarity, comfort, and confidence in retirement. The firm offers comprehensive wealth management services, guided by their unique 'Rooted Retirement Process.' Founded by Zach Gray, Rooted Wealth Advisors is dedicated to helping clients understand and reach their retirement goals. With a focus on personalized strategies, they aim to deliver the retirement lifestyle clients have earned. Their services include evaluating current financial positions, formulating tailored plans, and providing ongoing support and adjustments through retirement. Rooted Wealth Advisors manages a substantial portfolio, serving thousands of client accounts and consistently striving for financial excellence.

Website: [https://rootedretirement.com/](https://rootedretirement.com/)

## Office Locations

- Bourbonnais, IL (Headquarters)

- Champaign, IL

- Bloomington, IL

- Oak Brook, IL

- Peoria, IL

- Brentwood, TN

- Denver, CO

- St. John, IN

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $318.3M

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