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


Get started in 3 simple steps!

Step 1: Schedule a Metting

Schedule a FREE initial conversation so I can better understand what you are looking to accomplish. 

financial advisor

Step 2: Create a Plan

We’ll present you with a customized step-by-step plan for how you can create the financial future you envision.

Step 3: Get Back to your life

We get to work implementing your plan so that you can get back to your life with greater confidence in the future you are hoping for. 


How I can Help?

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

Market Update

Let’s take a quick look at what’s happening in the market today.

Talking to a professional about your finances can feel intimidating. But we’re just regular people.

Each of us has walked this path. That’s exactly why we’re so passionate about meeting you right where you are.

Let’s meet so that I can help you create a financial future that is everything you want it to be. 

Get In Touch

Meet Us

6710 Professional Parkway West Unit 306
Sarasota, FL 34240

Call Us

(302) 632-7898

Email Us