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Imagine a more confident financial future.

Get the personalized financial planning, investment management and tax strategies you need to minimize stress and achieve your financial goals.
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Rock House Financial

Helping you with more than just your investments….we help you achieve your goals.

What Can You Expect?

  • Fiduciary, fee-only, financial planning
  • Specialized expertise, locally
  • Seamless, comprehensive care for your entire financial life
  • You'll work with CERTIFIED FINANCIAL PLANNER™ professionals
  • Your investments are managed in-house (not outsourced to a 3rd party)
  • Integrated tax planning to find savings opportunities for you
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Expertise that Grows with You

Regardless of your situation, we can provide the full-service financial advice, planning and coaching to get you to the next level.

Comprehensive Services for

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Individuals & Families
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Women
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Business owners & entrepreneurs
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Social influencers
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Stay updated with our wealth management insights

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It’s Tax-Harvesting Season! Can It Save You Money? Certified Financial Planner Explains
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Complimentary eBook: Getting to the Next Level Financially

Five steps to turn your income into sustainable wealth.
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Locally owned and independent, Rock House Financial is passionate about helping you create a more confident financial future. We are fiduciaries who offer fee-only financial planning, investment management and tax strategies to help you minimize financial stress and achieve your goals.

About Us

Who We Serve

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Advisory services offered through RH Advisors, LLC dba Rock House Financial, a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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