From the Roots up- the Growth of Rooted Wealth Advisors - Digging In - Rooted Wealth Advisors

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.

Every great company has a story, and in this special episode of Digging In, we sit down with Hilda Miranda, VP of Business Development, to reminisce about the early days of Rooted Wealth Advisors. From the challenges of starting out to the incredible growth of the firm, Hilda shares behind-the-scenes stories, pivotal moments, and the core values that have guided us along the way.

Tune in for a heartfelt conversation about perseverance, passion, and the deep-rooted commitment to helping clients navigate their financial journey.

Have a question that you'd like answered? Email us at info@rootedretirement.com

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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. 

Rooted Wealth Advisors' sponsorship of the University of Illinois does not constitute an endorsement of Rooted Wealth Advisors by the University of Illinois. The University of Illinois is not a client of Rooted Wealth Advisors.