About the Rock House Team
Welcome to the Rock House Financial team, where long-term relationships form the basis of our practice. Our team takes a comprehensive approach to financial advising and we pride ourselves on our dedication to our clients and their interests. We see ourselves as caretakers of your assets—guiding you to retirement and beyond.
Our focus on wealth management goes beyond your financial portfolio. We take a holistic and customized approach to every individual and family, and we provide consistent, competitive services no matter the market environment.
If you're interested in differentiated financial advising, rooted in steadfast ethics, please reach out for a complimentary introductory meeting today.
Advisory Team
Resources from our team
No results for "[current-page:query:keyword]"
We searched through our content archive and didn't find any matches.
Team locations
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.