While some advisors and planners earn commissions on transactions for products they sell, we are compensated through an established fee which is specific to the services we provide. We place a high priority on honesty and transparency. Our fees-based model is in your best interest.

What You Get as a Client

  • Private access to your personal financial website
  • Professional management of your investments
  • Scheduled, in-person meetings each year
  • Access to our network of subject matter experts in:
    • Tax
    • Money Management
    • Financial Planning
    • Legal
    • Insurance
    • Car Buying Service

How We Get Paid

It seems like everywhere you turn, there are commercials, advertisements, and articles urging you to hire a financial advisor. They always talk about how important it is to plan for the future and maximize your returns, but few stop to talk about the process or how advisors are actually paid. At The Rosamond Financial Group, we value transparency and believe that how an advisor is paid is just as important as the services they provide. Learn more about how we determine our fees here.

Services We Provide

  • Financial Planning
  • Asset Management
  • Business Coaching
  • 1031 Exchanges
  • Consulting

The Rosamond Financial Group Wealth Management, LLC, is a Registered Investment Advisor. Advisory services offered through The Rosamond Financial Group Wealth Management, LLC, a Registered Investment Advisor.