Root Wealth Management

We serve our clients at the intersection of Money and Meaning. At Root Wealth Management, we are people helping people. We spend time getting to know you and your goals and work to create ways to bridge the gap between where you are today and where you want to go. We are a fee-only, fiduciary practice whose services include Tax Planning, Estate Planning, Investment Management, Risk Management, and Retirement Planning.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

625 Glendale Ave. Decatur, GA 30030 Phone: (404) 445-5745

Primary Office

625 Glendale Ave. Decatur, GA 30030 Phone: (404) 445-5745