A fiduciary financial advisory firm helping business owners, executives, and families in Northern CA and across the country. Where better decisions, create better outcomes.
Most financial advisors are paid two ways: by their clients and by the products they sell. We are paid one way, by our clients.
We accept no commissions, no kickbacks, no third-party payments of any kind. You pay us. That is the entire compensation story.
Because we earn nothing from the products we recommend, every recommendation is made in your interest — not ours.
Most clients see their total cost of investing drop by 50 to 80 percent when they move to us. That difference compounds in your account, not ours.
No sales quotas, no product line to push, no account team rotating beneath you. The same advisor, the same standard, every time.
On the CFA charter
Less than five percent of financial advisors have earned the CFA designation. Earning it requires more than a thousand hours of study, three separate six-hour exams, four years of professional experience, and an annual reaffirmation of the CFA Institute Code of Ethics and Standards of Professional Conduct.
At Rossi Financial Group, that credential sits at the head of the table. Every wealth management plan, every portfolio, and every decision runs through a CFA charterholder, not an associate or junior advisor. Our approach is also informed by the CFA Institute Statement of Investor Rights, which we treat not as a marketing reference but as a working standard.
For executives, business owners, and high-net-worth families whose situations reward unique strategy over a template, we provide completely custom planning across the disciplines that actually move the needle.
Strategy-driven portfolios — evidence-based, tax-aware, and built around you, rather than a generic model.
Multi-year planning across business income, capital gains, charitable giving, and Roth conversions, with side-by-side comparisons that make tradeoffs visible.
Lifelong structure for accumulating, preserving, and meaningfully spending wealth, well beyond the day you retire.
Calm, deliberate guidance through sudden change, business sales, succession, inheritance, marriage, divorce, or career pivot.
A multi-year path to the equitable transfer of business and personal assets across generations.
Hands-on plan advisory for small and mid-sized employers who want real advice and service, not an 1-800 line.
How a first conversation works
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We talk, briefly, about where you are today, what's most important to you, what might be changing in your life, and where you'd like to see yourself.
If it feels like a fit, we sit down, in our office, on a video call, or wherever works, and dig into the specifics.
We design a strategy around you, at the pace that suits you. No timelines, no pressure, no quotas.
From multi-year tax planning to portfolio construction in a changing rate environment, our writing covers the same questions our clients ask us in conversation. A small selection of recent pieces:
Tell us what is you’d like to solve, a new role, a sale or acquisition of your business, an inheritance, an executive equity event, or simply the sense that your finances deserve a sharper second look. We will listen, we will think it through, and we will tell you honestly whether we are the right fit. Based in El Dorado Hills, California, helping clients nationwide.