Providing fee-only:

PORTFOLIO MANAGEMENT
FINANCIAL PLANNING

INVESTMENT ADVISORY
WEALTH MANAGEMENT

Roof Advisory Group, Inc. is comprised of financial professionals with over three-quarters of a century of combined experience. Their extensive backgrounds provide select clientele with the confidence and clarity required to address today's complex investment management and financial planning needs.

The firm is an independent Registered Investment Advisor that provides all services on a fee-only basis, assuring clients that portfolio management decisions, investment advice, and planning recommendations are always 100% objective.

OUR VISION IS CLEAR, OUR FOCUS CONSTANT, MAKING YOUR WEALTH WORK FOR YOU

Uncompromised integrity-no conflicts of interest.
Customized portfolio management.
Personalized investment strategy.
Comprehensive financial planning.
Highest quality client service.

WE KNOW THE INVESTMENT BUSINESS.
Roof Advisory Group's reputation for outstanding quality, service, and expertise has made them one of the region's premier investment management and financial planning firms. These high-standards have also been recognized by professional industry publications such as Financial Advisor, Wealth Manager and Investment News, repeatedly ranking us as one of the nation's top professional investment advisors compared to our peers.