With nearly two decades of experience, Ryan W. Huey, CFP®, President of RoseRock Wealth Management, has a deep understanding of the challenges that families face managing wealth. “Perhaps our greatest value is being an objective voice for clients and helping them make good decisions during times when it is most difficult to do so.”
Ryan has been named to D Magazine’s Best Financial Planners list consecutively since 2002. He served for three years on the Board of Directors of the DFW Financial Planning Association. In 2013, Ryan was presented with the “Honors Award”, the Financial Planning Association’s most prestigious award, for his outstanding dedication and lifelong commitment to the financial planning profession.
RoseRock Wealth Management is a fee-only, Registered Investment Advisor that strives to serve clients with kindness, compassion, humility, and integrity. They are fiduciaries and required to always put their clients’ interests first. Their focus is solely on helping clients create wiser wealth and live more fulfilling lives. A collaboratively created financial plan is the foundation of each client relationship and gives essential context for decision making. This plan drives a disciplined approach to portfolio management, tax planning, risk management, and estate planning.
RoseRock utilizes an “evidence-based approach” when choosing investments and building portfolios. Their approach takes decades of rigorous capital markets research and applies it to a practical investment process. This research demonstrates that certain areas of the capital markets may provide opportunities for outperformance over the long term. Additionally, there are premiums in various markets that have existed for centuries which may be harvested through careful execution and proper expertise. RoseRock’s portfolios are built around these objective and proven tenets.
As an independent, fee-only Investment Advisor, RoseRock does not have a competing corporate agenda or in-house products to sell. Nor are they paid commissions for selling products. Their compensation is solely based upon how well they manage clients’ wealth, which properly aligns their objectives with their clients.