ABOUT US
Who we are
Free from proprietary products and one-size-fits-all strategies, our team acts solely in our clients’ best interests—always as fiduciaries in advisory relationships, always on your side. What started as a boutique practice has grown into a firm of more than 15 advisors proudly guiding over 4,000 clients nationwide.
4000+
Happy Clients
$1.4B+
Assets Serviced
20+
Team members
The financial consultants of Rosemont Financial Group collectively serve over $1.4 billion in brokerage and advisory assets through LPL Financial as of 12/2025
The story behind Rosemont Financial Group
Founded in 2010 by a small group of seasoned advisors determined to serve clients without the constraints of a corporate parent, Rosemont Financial Group was built on a single principle: true independence.
Since then, our client base and team has grown through referrals of satisfied clients and the desire of top talent to join an independent and forward-thinking team. This organic expansion ensures our commitment to independent counsel and personalized service remains at the heart of everything we do.
Our mission remains unchanged: to deliver professional advice, a broader universe of investment options, and the personal attention you deserve—so you can pursue your financial goals with confidence.
Our mission
At Rosemont Financial Group, every decision begins with you. We believe that wealth management should feel personal, approachable, and empowering—whether it’s your very first conversation with us or a milestone years in the making. Our role is to listen carefully, understand your goals, and walk alongside you as you build the future you envision. You can expect clear guidance, thoughtful strategies, and a relationship built on trust.
As fiduciaries in advisory relationships, we are committed to acting in your best interest at every turn, ensuring that you have the confidence to make decisions that feel right for you and your family. By combining attentive service with practical solutions, we create a partnership designed to give you clarity and confidence — today and at every stage of your financial journey.
The values that shape everything we do at Rosemont
Empowering Relationships
We build transparent, collaborative partnerships that educate and inspire, so you can pursue your goals with confidence.
Client-First Integrity
We act solely in your best interests, upholding fiduciary standards in advisory relationships.
Relentless Innovation
We embrace emerging technologies to enhance clarity, convenience, and performance—without ever compromising security.
Security & privacy
We safeguard your data with rigorous cybersecurity protocols, treating your information as carefully as we treat your assets.
