Why Choose Rock House Financial
This is one of the most important factors to consider in choosing an advisor: unbiased advice makes a difference. Many brokers and advisors are obligated to corporate interests, Wall Street, specific products and/or sales goals; their primary obligation is not to their client. In this case, the primary goal is to sell certain financial products—investments, insurance, etc. We provide superior, competent, unbiased guidance that puts your best interests first. At Rock House Financial, our fiduciary duty is to you, our client.
INTEGRITY & ETHICS
We hold ourselves to the highest standards of client service, strictly abiding by the seven key principles of the Code of Ethics & Professional Responsibility for CFP® Professionals: Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, and Diligence.
WISDOM, INTELLIGENCE & EXPERIENCE
Our clients are backed by decades of experience and insight, education, certifications, and a commitment to providing unsurpassed financial advising and creating tax efficiencies. Further, this depth of expertise allows us to offer a unique ability to combine both a creative and technical “big picture” view of your whole financial landscape and design strong financial and tax strategies that connect all the dots.
We wish this didn’t make us special, but we actually know what we are doing. Our track record of client satisfaction and constant referrals speak for themselves. Put simply, look under the hood—not all financial advisors are the same. At first glance, many advisors may seem appealing, but later you may find you have compromised on objectivity and transparency. You deserve someone with solid experience, a fully CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Only a comprehensive, experienced, advisory-oriented solution—rather than a sales/product-oriented solution—is worth your time and trust
A COMPLETE TOOLKIT
Once we identify the correct strategy, we have all the investment, insurance, and planning tools to apply in the right way, at the right time. Yet we’re not beholden to any particular product, only to the strategy that serves you best. Learn more about our services.
Our society is increasingly dependent on technology to solve our problems, and these advances have benefited investors. However, technology is generally limited to offering a sanitary, one-size-fits-all solution. Human expertise builds on these data-driven platforms to offer customized, personal service and perspective—without adding cost. Technology can’t sit knee-to-knee with you and solve the complex issues you’re facing, but we can—and do. An advisory-oriented solution—rather than a sales/product oriented solution—is worth your time and trust.
We collaborate with our clients, their accountants, and their attorneys. We work together with your team of professionals to look out for you and protect your interests. We work to gain their trust and meet your goals.
WE'RE NOT TOO SMALL, AND NOT TOO BIG
Our relationships and technologies give us the capacity to handle any size portfolio and compete with even the biggest players. But unlike the big players, you get high touch, personalized advising, lower fees, and unbiased advice.
The term “financial advisor” can be used by a simple asset manager or an insurance sales person — or it can be used by a comprehensive solution like Rock House Financial. Don’t settle for anything less than a full-service, end-to-end, experienced, unbiased advisory team, a CFP® professional focused on reducing your tax burden and backed by a complete toolkit of available solutions. Learn more about our firm
WE CARE, AND IT'S PERSONAL
That’s it. We actually care. We carry tax information packages to your CPA. We head over to your attorney’s office with you if it will help. We respond. We stay in touch with you. We are there in those critical moments. We have heart.