Root Financial

I strongly recommend Root Financial if you are looking for a holistic approach to Financial Planning. JJ, Ben and Madison (and Jay) have been great throughout the entire process -- always accessible and very helpful from the initial planning phase/meetings through implementation and asset transfers. We covered a lot of ground in the meetings and I had many questions throughout the process -- and the Root team was fantastic at addressing those questions with timely follow-up and feedback. In my mind, trust i

This was my first experience working with a financial advisor. During my wealth accumulation years, I spoke with several advisors, but the interactions left me skeptical. Many seemed to focus solely on critiquing my portfolio and pushing reallocation strategies?without first understanding my risk tolerance or financial goals. Their approach felt impersonal and transactional, which made it hard for me to see the value in hiring an investment planner. As I approached retirement, however, I realized that whi

Root is doing a great job - filling our needs in a way no other company we tried could! We share their information, content, and resources with family members, friends, and acquaintances all the time because they have helped us so much. Root is the perfect and exact combination of services and help we have been searching for. We kept trying to find someone who could look at our full retirement picture with us and take into account the many variables that retirement brings. We had given up and then we found

Highly recommend! Our advisor Katie has been very organized at walking us through our retirement goals and options for the future. We have been impressed with her studies and analyses of our portfolio and the products we can employ going forward. Thank you!

Stunning service, highly professional and absolutely the best financial planning and investing support I've ever received. I couldn't be happier with the services provided by root and the attention to detail. The tools they make available to help with financial planning are amazing.

I appreciate the financial coaching and strategies to keep our taxes low as possible as we get closer to Medicare eligibility. The people are great and their wholesome approach fits our expectations of the services Root provides.

This is a long overdue review of Ari at Root Financial. Ari struck us as an honest, sincere, and knowledgeable financial planner who truly had our best interest in mind. While we did not use Ari's services, we definitely will in the future once we retire. Ari gave us advise with no financial benefit to him as we are still in the pre-retirement stage. There is no doubt Ari has a calling to help people and if you have any doubt you will know it after speaking to him for a few minutes. Absolutely recommen

After interviewing several companies, I chose Root for the following reasons: They leverage the latest systems and tools to ensure our financial well-being, but their top focus is maintaining quality of life. If one of us passes, the other will be well cared for, providing peace of mind for the future. Their staff is highly skilled, experienced, and deeply committed. In the year I've been with Root, I've been able to track the small but meaningful details that make a difference. They are a formidable team,

Root has it all figured out! Not only does the Root team explain financial concepts in plain English, they demonstrate financial management options in real time during video meetings. We are 100% comfortable with our financial plan, which includes tax reduction strategies. We were with our prior financial advisor for 15+ years and kept hearing "you're fine....you'll never outlive your money" but until we started working with Root did we understand the options and RMD impacts. It was quite eye opening an

We chose Root Financials since they provide comprehensive financial planning services. We love working with Ari. He is knowledgeable, helpful, and honest. We have worked with Vanguard in the past but Ari?s looking at the full picture and his investment strategies are personalized. I like that he make sure to include my wife and getting input from both of us. Ari?s understanding of Tax planning has been extremely helpful for ROTH conversion. Ari is always available to answer questions, explains everything ve

We have been working primarily with Ari, Hannah, and Janee. James has checked in as well and is very thoughtful and desires to make sure everything is going great. From the beginning, Ari has been very kind and informative. I especially like that he makes sure to include my wife and that he has considered input from both of us. He has a great personality and is always fast to respond to any of our questions. We compared five different financial planning companies and Root stood out well above the others for

A Special thanks to Ari, Ari is incredibly motivated to do what he does. You can tell he has an incredible passion and dedication to helping people make the best of their wealth to create the life that they want. I must say he was so gracious that he reached out to me prior to being an official client to provide general guidance as I am hoping to retire early. I am looking forward to working with their team as retirement has so many moving parts. I know that with their help I will be relaxed and confident;

Never went past their ?welcome? website. Soon as they found out I didn't have 2 million to invest they were gracious enough to want to dump me to someone else. I think the utube link I watched was very misleading but that's ok. They were honest enough to speak their greed from the very beginning. I have loads of respect for that. That's why they got 2 stars instead of one.

My wife and I stumbled across James and his YouTube channel where he shares his easy-to-understand retirement/financial advice. We decided to add Root Financial to our list of potential planner interviews for helping us reach our retirement goals. James and Ari hands down impressed us with the qualities we were looking for in a partnership and almost a year later we could not be more satisfied. The team's attention to detail and personalized approach has allowed us to enter into our first year of retireme

What made Root Financial stand out from other firms was its philosophy of maximizing your life, comprehensive financial planning and customized approach. I have been working with Ari for a few months and very happy so far. He is very knowledgeable, quick to answer questions, and good at explaining things in a way that's easy to understand. He doesn't push investments that you are not comfortable with. He is exactly what you see in his YouTube videos!

We are extremely happy with our dealing with Root Financial and the professional way Ari has worked with us. Before getting started, they truly worked to understand our situation our goals, and Priorities. The strategies they proposed were completely explained. My questions were patiently and thoroughly answered during the planning process. Great job!

It took a long time to find a financial planning group that felt like a great fit; Root Financial and Ari have exceeded all expectations. The customer service has been exemplary and so thorough. Ari and his team clearly know their stuff and make it easy to have confidence that I and my financial future are in good hands. Ari explains things very well and after ensuring I understand the basics, is always willing to meet me where I am in terms of wanting a next level discussion or resources about a specifi

They are not just financial advisors. Root provides great information based on our entire plan of life. We feel very comfortable and confident that the services Root provides us has great value exceeding just financial gain in our portfolio.

Ari Taublieb has done an excellent job for me in retirement and tax planning for a successful retirement. As part of Root Financial, he provides full service financial planning, in my case for retirement and passing down an inheritance, and has provided me with peace of mind in my investment portfolio, with the knowledge that by following Ari's and James's recommendations, it is likely to grow significantly throughout my retirement and over the long term. I feel like I am in excellent hands with Root Finan

Had a great prospective conversation with Ari. It's rare to come across a company that is honest and transparent about when they can and can't provide a service in your best interest. Was looking for someone to guide me towards an early retirement, but just a bit early to really benefit from Root?s expertise. I'll definitely be reaching out again in a few years. Until then, keep up the great podcasts Ari and James.

I knew Ari and therefore Root?s approach was different in the first 5 m of listening to his Podcast. I had been searching and searching to find an informative ?non cookie cutter? approach to inform my future plans. I scheduled time and Ari was great to speak with and spent time to truly explain their approach. There was no ?selling? and a very laid back yet truly different approach. Highly recommend a discussion to see if Root is right for you?

We have been with Root Financial for a year and are very pleased with the appreciation of our investment. Chris Riboli and the team are doing a great task of taking good care of our finances. Having an open communication and quarterly updates with Chris really makes a big difference.

Before working with Root Financial we had previously worked with two different advisors over the past 15 years. I would say we were happy with our returns with those advisors but never felt they had a comprehensive plan to help us be successful achieving our dream life. We talked money with them but not how we would use that money to live our fullest and most joyful lives with a sense of financial safety and security. We are new clients with Root Financial but I want to commend James and Ari on the company

My wife and I began watching James? and Ari?s early retirement videos about a year ago and contacted Root in November ?22. Right from the start we found Ari to be professional, responsive, friendly and not strictly bottom line financially driven. Mainly due to the work Ari put in to forecast and validate our overall plan, I retired in May ?23 (about 2 yrs earlier than I thought was possible) with good confidence that our standard of living was secure. It has not been a full year yet but up until this point

We enjoy working with Chris. James, Chris and Ari have all seemed to understand our financial goals since our first meetings several months ago. Chris has kept me informed every step of the way and is quick to return emails and provide any information we need. Working with Root Financial Partners has taken the stress out of retirement planning and makes us feel like we are not trying to do this on our own. Keep up the great work!

Root Financial has been terrific for my wife and me. They provided the guidance which allowed me to retire.

Although I am not reviewing as a client, I am leaving this review as a future client of Root Financial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have ?the algorithm? direct me to Root with Jam

While I haven't worked directly with Ari and the team at Root Financial (yet), I can honestly say that in my brief interactions, Ari was direct, professional, honest and incredibly insightful! I highly recommend Ari and his team to anyone interested in gaining a better understanding of their retirement future. It could make hundreds of thousands of dollars of difference.

Found Ari and the team at Root by watching some of the YouTube content he posts related to early retirement focused topics. Had also found the videos James posted on YouTube very helpful. My advisor of 20+ years retired and my needs changed during the handoff to a planner that could really help focus in on the nuances of early retirement. The replacement advisor was a bit limited in the services they could provide around tax planning and their tools around scenario modeling were not available to end user

I stumbled upon Root Financial after delving into the world of James Canole's YouTube channel and Podcast. After months of listening, I realized I needed a financial advisor who aligned with my values and aspirations. Root Financial stood out as the beacon of holistic financial planning I sought. From the outset, Root Financial exuded warmth and expertise. The transition from being a passive viewer to an active client was seamless. JT, my designated advisor, immediately fostered a sense of belonging and un

My experience with Root Financial services has been amazing! My parents were very strong into raising my brother and I with the importance of saving money for our retirement. At some points my parent?s focused so heavy on saving that every purchase felt that there was hesitancy and somethings were missed due to the hesitancy. As my father began to get closer to retirement my mom discovered Root Financial on YouTube and showed some of the videos to my dad. Mind you, my dad loves to watch the stock market and

James Conole has taken our financial management and planning to another level. He truly partners with us to help us consider the many factors involved in near term and long term planning, and "prepared" is an understatement. James is always prepared, he anticipates questions and comes to the table with answers, and is very quick to respond. He has done more for us in one year of partnership than we had with our prior planner in five years; and he never forgets anything! It's as if he's part of our family. H

Finding a good financial advisor shouldn't be that hard...but it is! We were introduced to Root Financial Partners through the "Ready for Retirement" and "Early Retirement" podcasts. It quickly became clear that we did not know as much as we thought we did and that we were no longer confident in our current financial plan. All aspects of our financial picture, current and future, are being thoughtfully addressed. We had been looking for this type of comprehensive service for a long time. Any concerns we ha

We chose Root for their holistic and comprehensive approach and could not be happier. The value they added was easy to see. After implementing the plan recommended by Ari with the help of the Root team, we are in a much better place to be on track for retirement. We have peace of mind knowing we are in good hands. Very responsive and great client service. Highly recommend.

My wife and been with Root Financial for over a year now and are so glad we have the guidance of James and Ari especially with what is going on in the world today. We really appreciate the personal emails, attention to detail and quick to reply to our questions or concerns. Being about 5 years out from retirement, my wife and I were looking for a finical group that we could develop a relationship with as a partner. James and Ari have exceeded our expectations in so many ways and it gives us a sense of f

James and his team at Root Financial have provided us top notch guidance and direction as we approach retirement. Everything from retirement planning, estate planning, asset allocation and location advice to an open ear to listen to our thoughts. We had been with our previous advisor for years and made the move to Root based on a lot of research and conversations. We are so happy we did. I can whole heartedly recommend Root Financial as your fiduciary planner.

I love the way Root Financial takes a holistic approach to so many facets of retirement! As a new account holder, I am astonished at the level of time and effort they put into working with you to make sure so many details are correct. This provides a far superior product than what I have experienced before with other managers; Root Financial is strongly recommended!

I have worked with Root Financial for 2 years now and not only am I BLOWN AWAY by their knowledge and expertise I feel like I have been empowered in my relationship with finances in general. I used to be the kind to person who knew how to make money but didn't want to look at my bank account because it caused me anxiety. Now I feel like I have been brought into the process of saving and investing, which has completely changed my relationship with my finances. I have learned so much from Ari- every quest

Well let me start by saying i am very grateful for "finding" Root Financial. I was working for one of the major auto companies and had always done my own financial work, based on years of reading everything I could, watching every thing I could etc. i had made some silly mistakes. The closer I got to retirement, 33.5 years of service, the more I started investigating handing everything over to an advisor but not just any advisor. I started watching podcasts of as many financial advisors as I could.

James Conole at Root Financial is our trusted expert overseeing our investments. We are impressed by his sound, reasonable understanding and his advice with regards to our financial needs and hopes for our future. Couldn't recommend higher. Ari is amazing too!

We interviewed several financial advisors when planning out our retirement and James was the ONLY one who actually asked us what our goals and plans were. All of the other guys just explained what their company offered and gave power point presentations. None of it was directed toward us personally, other than where they would put our money. James and his team have done a wonderful job handling our finances and they continue to personalize every transaction that we make. They are knowledgeable, honest,

We love working with Ari, Hannah, and Jenee! They really listen to what we want and need and provide great guidance and insights. They truly are interested in the full picture - as well as making our money work for us to get the most out of life and to meet our goals. The investment strategies are personalized - no cookie cutter approaches here! The most standout difference from other advisors we've worked with in the past, is Ari?s understanding of taxes and how it works in our specific situation. This has

Root Financial Partners is amazing. I sought financial help because I want to set myself up well for my financial future. Because they specialize in early retirement planning, going to them was a perfect match. They have made automating my finances so easy, and talking to their team for adjustments are done promptly and with ease. Further, they are knowledgeable, friendly, and professional. I would recommend them to anyone.

I've been working with Ari for approximately three months now, and I'm feeling really good about my financial situation. He has streamlined my various retirement accounts, consolidated accounts from different financial institutions, clarified how I should be saving and investing and set me on a really solid course going forward. Best of all, he practices complete transparency, is always available to answer questions, and explains everything very clearly. He takes time to make sure that I understand what he?

As my husband and I matured in our financial journey, it became clear that as we planned for our future and retirement we would need professional assistance. We reached out to Root Financial Partners along with a few others and it was clear that James and his team were front runners. During the Discovery meeting process it was apparent that this would be a very personalized partnership. We now have Root Financial Partners managing our portfolio and highly recommend them!

My husband and I listened to a variety of retirement podcasts and Ari stood out. His advice on his podcast was always spot on and honest. Making the decision to hire a professional to manage our retirement was stressful! But once we made the decision, Ari and Root Financial had everything we were looking for - hands on approach, retirement tax expertise, and the desire to really get to know us and come up with a plan that fits our unique situation. We couldn't be happier!

Ari is the best. Passionate about his work and really wants to know your goals. In my opinion he dives deeper into the retirement goal making sure your plan includes "The Plan" and the "Unplanned" because he knows life is unpredictable. I could meet with him weekly if he had the time as he motivates me to work towards the goal of not only retirement but the ability to retire if I want.

James and his team are the perfect fit for us. He's added value and given us peace of mind as we approach retirement. He's very knowledgeable and an excellent teacher. If you want to learn or are interested in hiring a financial advisor I recommend listening to his podcasts, they are detailed and concise and you'll get a feel for the type of service they offer. It's much better than just a 30 minute interview with someone trying to get your business.

Ari has been instrumental in helping me realize my financial short-term goals as well as facilitating the planning of my long-term goals. I love the optimization approach and helping me identify ways to make my money work for me. I have never felt as financially sound as I do today and am proud of the progress I have made so far. Thank you for the guidance, the laughs, and the support ?? I am very much living with more joy today and look forward to the joyful days to come ??

Organized, efficient, thorough, follow up service. Ari spent a lot of time understanding me and my retirement objectives. He has created a personalized plan to help me reach my retirement goals. I'm very pleased with the service I have received.

I recently reached out blindly to Ari and he responded the same day, even though he was off work that day...now that's dedication! The following day, he sent me a personalized Loom video response to my questions. I'd encourage anyone on the fence of reaching out to make that effort -- there's no one out there more friendly than Ari. Hey Ari, keep up the great videos and allowing so many people to become self-educated -- you have the heart of a teacher. Cheers!

Being a new member of Root Financial has been both exciting and so far beneficial to us. Ari is very attentive too our needs and doesn't pressure you to be ultra knowledgeable to understand what is happening. I am confident with our future being in their hands with our ultimate control.

A top tier financial advisor group, well organized, intuitive forward thinking and appropriate value for the fees.

I am mostly a DIY financial type but I needed some assistance on retirement projections and portfolio allocation as my husband and I are were looking for confirmation that we could indeed pull the trigger and retire. The projections and insight he provided gave us the confidence to make that decision. He also has a helpful podcast I listen to. I wouldn't hesitate to use Root Financial for a one time check up or on more of an ongoing asset management relationship. I like that they offer both options.

Root Financial excels in retirement planning, offering tailored strategies and expert guidance for a secure financial future. With their comprehensive approach and commitment to client success, they instill confidence and peace of mind in retirement planning.

James and his team at Root Financial are simply the best. They genuinely care about their clients and truly have the heart of a teacher. We have invested with them for years and have the utmost confidence in James and his team. Can't recommend enough!

The primary reason we chose to go with Root was due to their expertise in tax planning. We have worked very hard to accumulate our investment balance and cannot express how happy we are with the services we've received. We previously were with the fancy big-name firms and felt like small fish in a BIG pond. Now, my husband and I feel we're getting the service we've been looking 30 years for. Only thing I wish we did was find them sooner.

The firm's YouTube channel and videos are well done and easy to understand. Over the past two years, I have greatly enjoyed them. My disappointment with the firm is that you cannot even speak with them unless you have millions and millions in investable assets. Their stylishly designed website greets you with an interview dialog where you are guided through a series of pre-screening questions (e.g., how much do you earn, how old are you, what is your financial management objective, how much money do you hav

I believe in the philosophy of Root and I believe they have my best interest in mind in everything they do!

Over the course of the past year and one half, we've come to know James and his Team. First it was thru his easy to listen to, easy digestible, informative Podcasts. We were so impressed with James ability to efficiently cover the varied topics in a concise manner, that we shared our find with family and friends. We continued to advance our experience with James and found him to be just as patient and caring in a one on one relationship. James takes his time to answer all of our questions, always prepared,

We are relatively new to Root Financial Partners, but James Conole and Root Financial Partners have not disappointed. They have accommodated our requests willingly and kept us informed every step of our transition. We still have a voice in how our portfolio is managed. Good choice for us!

James is equally a great person and a great CFA. When having someone support and guide your financial plans, you want someone in your corner, who has your best interests in mind. James is a certified Fiduciary and truly acts that way. He won't push a product on you that you don't want and he wont push an agenda on you for his own benefit. I highly recommend James and Root Financial Partners for your financial planning needs.

The detailed guidance & personal attention from Ari has proven invaluable. Root Financial has laid the foundations of a partnership which has given me the courage to pursue my dreams. I highly recommend Root Financial. Thanks Ari !!!

Listens well. Up to this point, has provided sound financial guidance and patiently educates and motivates us towards our long term retirement goals. After interviewing many CFP's prior to meeting James. My wife and I all but given up. During our initial 30/min interview we felt we made a connection. James has made such dramatic changes to our long term financial portfolio and for the first time, James has made my wife and I feel that we can look forward to our future retirement.

I had a good talk with Ari, and he opened my eyes to the "guardrails approach" to retirement withdrawals: I can already see that this is going to change my perspective about when I can retire, and I am grateful for his insights and his personable way of interacting. I also find that we have similar perspectives on the importance of work/life balance and the value of personal time to do what you love.

I was confused about how or what to plan for in retirement or even if I could retire. Ari gave a clear path forward that took in consideration my goals and current lifestyle. Many advisors give cookie cutter plans but Ari and the team looked at my unique situation. I feel that I can sleep at night know that I can have the retirement that I want.

James at Root Finacial is attentive and informative. He keeps abreast of what's going on in the market and he keeps my wife and I update on the current financial impacts. Finally, his listen more than he talks when it comes to better understanding the client's needs!

First of all we like how you folks roll. Honesty and integrity naturally reveals itself as you make your presentations. You take the high road with out offending. That's an intrinsic value that not enough people in todays world have. It's obvious that you have passion for: Financial planning. Responsible stewardship of our life savings. You folks are truly interested in us and our individual goals / concerns. Data is presented a professional / analytical manner?.with out any showman ship?.clear and concis

James provided me with a free consultation and explained to me that hiring a financial advisor would not be financially beneficial to me at this time and instead offered me free advice on next steps to take in regards to student loans & retirement funds. There are a lot of people out there that would just take my money and instead James gave me his honest perspective that was in MY best interest. Thank you James for being so helpful on our call and providing me with great advice. When the time is right for

I found them on YouTube. The videos are very professional and the lead guy in the videos has a boyish face that subtly conveys honesty and approachability. So you go to the site. I am in mid 40s looking to build wealth (their scale) and make >500k (their scale) with between 500K-2 million to invest (their scale). Want to turn everything over to them to manage. And they are like no thank u. Anyway Fidelity was more than happy to help and probably long term a better value.

I spoke with Ari about financial planning after listening to his podcast on Spotify. He provided value he provides in that 30 mins conversation that i had with him. Definitely recommend.

I trust Root and love working with Chris. He is proactive and knowledgeable and has given me a great deal of confidence as I prepare to retire.

Ari is everything you could want in a financial advisor. He's extremely knowledgeable, and takes the time to answer all your questions no matter how simplistic. He is prompt with his communication, and cares about his clients by going above and beyond!

Paul has been very helpful, quite clearly personalized plans and happy to accommodate us going back and forth, it's very supportive environment when we ourselves are trying to figure out what we might want to do. Thank you for being so happy to help.

James does an incredible job of making us feel very comfortable with the financial decisions that he has assisted us in making. He does this in a way that is very informative and easy for any one who is not a financial adviser to understand.

Ari has been amazing to work with from the first phone call. He has helped plan and execute a thoughtful approach to our early retirement.

Thorough, helpful, knowledgeable, thoughtful. The best of the best! Love the transparency, the honesty and integrity. They clearly love what they do and it shows. Thank you Ari, and the entire Root Financial team.

I have been running a successful business for a few years, but felt like things were a little out of control and I definitely needed to clean things up a bit. James took the time to really understand what I was looking to do and what my goals were. He helped me put together a plan to get my business finances in order.

I've had such a great experience working with Ari Taublieb at Root Financial. From the very start, I have felt cared for, and listened to. Highly recommended!

Very knowledgeable and well spoken. There website has fee based planning offered, however unless you indicate your assets for them to manage on an ongoing basis, their screening process says they may not be a good fit for you. Doesn't allow you to go any further. It should say, your not a good fit for us. You tube videos very informative.

Wow! Fantastic people with a fantastic process to help you with your financial goals. We are a few months into our relationship and my wife and I are so happy to have them part of our financial team!

I have been very happy with Ari. He is very quick to get us updates and to respond to our questions.

Everyone associated with Root Financial is highly competent, professional, friendly, thorough and fast. Extremely pleased!

They provide excellent personal service and a holistic approach to financial planning.

Would highly recommend this group of financial advisors. Been a customer for 12 years.

Excellent in every way. Looking forward to the future & Root Financial plays an essential part.

Ari was really clear about instruction and provided great information.

Very helpful group. Looking forward to working with them in the future.