About Us
Founded in 2010 by five seasoned advisors determined to serve clients without the constraints of a corporate parent, Rosemont Financial Group was built on a single principle: true independence.
The story behind Rosemont Financial Group
Free from proprietary products and one-size-fits-all strategies, our team acts solely in our clients’ best interests—always as fiduciaries, always on your side. What started as a boutique practice has grown into a firm of more than 15 advisors proudly guiding over 3,900 clients nationwide. Yet our mission remains unchanged: to deliver unbiased 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 your experience in mind. We strive to make wealth management feel clear, collaborative, and empowering—from your first conversation with us to each milestone you reach. To achieve that, we continuously invest in next-generation tools that simplify planning, deliver real-time insights, and let you engage with your finances whenever and however you prefer.
Innovation never comes at the expense of security. As fiduciaries, we pair leading-edge technology with uncompromising safeguards to protect your data and your peace of mind. By uniting personal service, forward-thinking solutions, and rigorous cybersecurity, we aim to create a partnership where confidence and clarity go hand in hand—today and for 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 every recommendation and decision.
Relentless Innovation
We embrace emerging technologies to enhance clarity, convenience, and performance—without ever compromising security.
Uncompromising Security & Privacy
We safeguard your data with rigorous cybersecurity protocols, treating your information as carefully as we treat your assets.
