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 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 I'm 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 you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari! read more

The team at Root Financial Partners are impressively knowledgeable. James has a way of making everything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team. read more

The protocol in how Root works with you to transition to their financial guidance. I am very impressed with each step of the process and the people! Great experience from day one. read more

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! read more

Root is serious about helping their clients achieve the best retirement possible. It's great to hear their realistic evaluation, advice and forecasts. Ari is great to work with and shows genuine interest in our goals and view of retirement! Root has done an excellent job getting started with our plans. read more

We have worked with James and his growing team for 7 years. There are countless ways they do things superbly, but what one of the most significant differentiators between Root and everyone else is due diligence. I have yet to work with another company that understands due diligence the way they do, and certainly none of our previous financial planners put in half the time that this team does investing in us and what is in our best interest. They have it covered. Its a tremendous thing to know you have a partner who cares and will keep you first in all things. 100% recommend. read more

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's saying, and his explanation always really clear - you can tell he is practised at clarifying sometimes complex investment or tax issues to beginners. I've recommended him very highly to friends already. read more

Don't pass this one by! Founder James Conole has created a financial planning and investment management company "with a heart." James and his partner Ari are true financial planning experts with the chops and software to take into account practically every detail of your life, now and in the future. They dole out expert advice for soon to be retired or recently retired clients that provides peace of mind and a comfort level I didn't think I could feel in the transition from saving to spending. I found Root Financial Partners on YouTube, and I highly recommend watching their videos to get a good education and a sense of how they work with you to plan your full retirement. read more

Root Financial Partners is a very knowledgeable organization. They care about diversifying your portfolio. Something I had not done prior. read more

James is a young lad and very professional. He keeps up to date with this fast paced world and delivers sound education in a simple format that a non investor can understand. After meeting up, he continues to provide helpful hints, address concerns, etc. about the stock market. I enjoy reading his website and listening to his podcasts. I feel much more confident in my 401k allocation now that I met with him. Definitely recommended! read more

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. read more

Finding this group very helpful in preparing to retire. They have helped me see the big picture so the financial side of retirement. James asks all the right questions about values and money. read more

More than just a pretty face. I know NOTHING about investing and when I left my last company I had such a hard time rolling over my 401k to my new employer. James took care of everything in setting up an IRA for me and informed me of all my options. He is fantastic at explaining things in a way that even a simple woman like me can understand. James is professional and an expert in the industry. His integrity and character is unparalleled and his commitment to his work is evident in everything he does for his clients. read more

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 culture they have developed. We felt cared for and heard through our entire interview and on boarding process. We work with JT and Chelsea and they have been fantastic. I love the in depth Zoom meetings we have with them where we talk not only about our investments but also about our purpose in retirement. With Root Financial we feel more confident and excited about retirement than ever before. read more

Had the pleasure of speaking with Ari Taublieb. Answered my questions about investing in crypto, he kept it simple and easy for me to understand. Was very honest and personable! I 100% recommend him to anyone with any questions about finances read more

Whatever you're looking for in a financial adviser, you'll find it here! I have been working with James on my finances and IRAs for several years, and I couldn't be happier. In addition to his commitment to providing solid financial advise, you also receive a commitment to you as a person and to helping you build the wealth and lifestyle you want, both now and in the future. His ability to help you develop and set meaningful goals that will get you on the path to financial security is truly a gift. Regardless of whether you are just starting out with your finances or you already have an established portfolio and are looking for someone who is qualified to manage it, James is your guy. Unlike many of the bigger operations or robo-advisors out there, each individual will get the one-on-one time with James and the tailored approach they need to suit their own needs with someone you know and trust. I can't say enough about James or my experience with Root, and highly recommend him as a wealth manager! read more

Don't even think about it and just hire James! I don't know much about finances and James really explained everything to me in a clear way. Very organized. If you're thinking about hiring a financial advisor, go with Root Financial! read more

James was recommended to me by a friend and I decided to take a chance and give him a call. It was the best decision. He walked me through everything and let me know what he was doing and why he was doing it. I feel very secure with my financial situation after meeting with James! I highly recommend him!!! read more