Root Financial

Ari was really clear about instruction and provided great information.
Mar 25th, 2024

While I havent 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.
Mar 5th, 2024

Although I am not reviewing as a client, I am leaving this review as a future client of Root Financial Partners. If youre reading this, then most likely you are on the journey in getting better informed financially for retirement. And because youre 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 James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though Im not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and youll see what I mean. Once were closer to retirement and can take advantage of the holistic approach they provide, well be sure to reach out again. Thanks again Ari!
Mar 25th, 2024

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; making the best of retirement. Isn't that what we all hope for?
Feb 29th, 2024

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.
Feb 6th, 2024