Put simply, Rock House Financial was founded on desire to help people with some of the most crucial and personal decisions in their lives. We’re invited into serious living room and board room conversations, we’re celebrating hard-won entrepreneurial achievements, and we’re mourning along with family when loss comes. We see our role as a unique privilege and opportunity to serve.
We are able to provide truly unbiased guidance without being obligated to sell a certain product or emphasize corporate interests. This freedom allows us to truly put our clients’ best interests first.
INTEGRITY & HONESTY
Our clients know that we put them, their families, and their interests at the forefront—always. We know that if we do what is right for the client, we will be successful.
We offer unsurpassed experience, capability, focus and proactive attention. We apply extensive knowledge, intelligence and experience to solve our clients’ problems and help them reduce their tax burden.
We are backed by world-class, industry-leading technology platforms and uphold the highest level of service and standards.
We offer personal attention with heart—giving back to our clients and the community. We provide a world class client experience with responsive, communicative and reliable professionalism. We believe our clients receive the best service.
We treat others—clients, colleagues and vendors according to the golden rule—as we would like to be treated. We listen with empathy and respond with action. We never say anything about anyone that we wouldn’t say to them directly.
We strive to continuously improve ourselves and our clients through education. Education is the life-blood of innovation and improvement.
GOALS FOR GROWTH
We value progression, steadiness and strength—like the iconic Farmington silver leaf maples. We practice what we preach by setting personal and professional goals and we strive to continuously improve in both the business and personal arenas.