About
Process
Resources

See if you’re a fit

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Free Video Lesson

Email

Posts by Jay Withee

The Unexpected Path to Purpose | Chelsea English on Advisor Unplugged

Purpose
Retirement

Live Fully, Plan Wisely | Chris Brown on Advisor Unplugged

Purpose
Retirement

(760) 452-0720 hello@rootfinancial.com
1106 2nd Street, Suite 102
Encinitas, CA 92024

YouTube
Facebook
LinkedIn
Privacy Policy
ADV Part 2A
Form CRS

If you’ve come this far, it’s time to subscribe for updates.

Get weekly emails from real human financial experts. No sales. No b.s. Just quality information to help you on your journey.

Name

First

Email

Root Financial Partners, LLC (“Root”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The content on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory services are offered only through a written agreement with Root Financial Partners, LLC.

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results.

Client testimonials and endorsements reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.

Root may provide guidance on financial planning concepts, but does not offer legal or tax advice. Clients should consult their own legal or tax professionals for advice specific to their situation.

Copyright © 2025 Root Financial Partners. All rights reserved.