businessSPOTLIGHT: Roof Advisory Group
What services or products does your business offer?
When you’re serious about managing your money you need a trusted fiduciary investment advisory firm that will create a plan based on your unique needs for:
- Retirement Planning
- Wealth Management
- Inherited Wealth
- Portfolio Management
- Financial Planning
- Investment Advice
How does your business separate itself from your competition?
We are fee-only Registered Investment Advisors – not salespeople. We have a fiduciary duty when we manage client assets, meaning that our clients’ best interests must be given priority. Both our fee-only and RIA-only status contribute to the transparency that comes when firm and client interests are directly aligned. There are no potential hidden charges, product biases, or conflicting motivations associated with the investment services or advice we deliver to those who work with us.
How do you see your business growing in the future?
Ongoing business growth has been an integral part of Roof Advisory Group’s legacy of success. In fact, we’ve had 20 consecutive years of continuous annual growth in clientele, assets under management and company revenue, remaining fully committed to continuing this trend going forward.
How does your business get involved in the community?
From our professionals being individually involved in leadership roles and community events to the firm collectively supporting endeavors important to our region and clientele, Roof Advisory Group’s community involvement is notable and significant.
How long has your business been a member of the Chamber?
Since 1997
How has Chamber membership been beneficial to your business?
It is important for businesses to stay in touch with the community, and the Chamber offers many opportunities to do so. There is no better way to keep your finger on the pulse of the business community than being physically in the community.
There is a great amount of comfort in knowing that your financial future is secure. Whether you are planning your retirement or ready to have your hard-earned assets managed by an expert, Roof Advisory Group is: Professional, Fiduciary, Responsive, and Personal. For more information on Roof Advisory Group visit www.roofadvisory.com or call their office in Harrisburg at (717) 260-9281.