Get to Know Us
Helping You Maximize Your Family’s Security
Our investing philosophy is data-driven and informed by not only the history of different markets and their performance over the years but also our own years of experience in seeing the effects of our decisions on our clients’ futures.
Our approach to financial planning goes far beyond just investment management (though we take great pride in our world-class investment offerings) to encompass all the most important aspects of your life, especially your family and those under your care.
Our main office is in a carefully restored historic rock home in Farmington, Utah, and we have been in that location since 2007. The Founder of Rock House Financial, Bob Aamodt, has been working in financial planning since 1998.
We currently have a team of three Certified Financial Planners, two Financial Analysts, a Director of Customer Relations, and a Director of Marketing. You can learn more about the members of our team on the Meet Our Team page.
Utah-Experienced, Striving to Increase Your Financial Independence
We value our independence, just like our clients do. We are independent and never accept commissions or fees from anyone besides our clients. We take our fiduciary responsibility very seriously.
We know that the numbers on the page are only as important as the freedom and security they represent for you and your family, and when we work with you on your plan we take into account everything from your family to your goals to your lifestyle and much more to make sure we get everything on track.
We are based in Davis County, Utah and we love it here. Utah is the best state in the country and we’re proud to be a Utah financial planning firm. On our team, we have alumni from the University of Utah, Brigham Young University, Utah Valley University, Weber State University, and BYU-Idaho.
We consider our Utah heritage to be a large part of our identity as a company and consider Utah’s values to be our values.
Working In Our Communities
While the individual charitable activities of our team will remain private, as a company we have worked to support our community. We host two annual blood drives (on tax day and Halloween, of course), sponsor several local high schools and arts institutions, and volunteer with Seager Memorial Clinic.
We have also dedicated our time volunteering with the Boy Scouts of America and the Junior League of Salt Lake City and offering pro bono financial planning with the Financial Planning Association.
“At Rock House Financial, the only economic indicators that matter are yours.”