Do you have a clear plan for

We make the process simple by creating clear and actionable steps needed for a successful retirement. 

Hi, I'm Tony Root

As an independent investment advisor, I believe that financial planning is far more than just investing. I believe that education plays an important role in the process, so I strive to educate my clients as I guide them toward setting their future financial goals. With 10 years of experience in customer service, I work hard to make my clients feel comfortable and confident as they make their personalized financial decisions.

– Tony Root

The Value of An Advisor

We believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave’s 7 Baby Steps or just getting started, we are here to help!

$ 1
$ 1
with an advisor

* Based on a 25 Year Investment

Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years.  Source

How I can Help?

Ready To Get Started?

Get started in 3 simple steps!

Step 1: engage

Schedule A Meeting

Schedule a FREE initial consultation so I can better understand your vision and goals. 

financial advisor

Step 2: Educate

create a plan

During this conversation we’ll have a chance to assess your current financial situation and make a clear and plan for you.

Step 3: Empower

get Back To Your Life

We get to work implementing your plan so that you can get back to your life with greater confidence and financial peace. 

Market Update

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Get In Touch

Meet Us

6710 Professional Parkway West Unit 306
Sarasota, FL 34240

Call Us

(302) 632-7898

Email Us