Rooted Planning Group

Rooted Planning Group is a fee-only financial planning firm with a slogan of "Growing your future today." The company operates in the Finance and Financial Services industries, serving clients across the country from multiple locations. Their focus on acting in the best interest of their clients is evident in their commitment to providing objective, unbiased financial planning without soliciting financial products such as insurance or annuities. One notable aspect is the team's dedication to flexibility, offering virtual meetings for clients without a local team member. This aligns with their promise to help clients grow their financial future. While specific information regarding the founding date and last investment is not available, this firm's commitment to client-centric, ethical financial planning makes it a compelling potential investment opportunity for venture capital.