Get Help Surfing Life's Financial Waves

Financial planning isn't just about meeting your retirement goals. Rossby Wealth helps you plan for life's adventures along the way too.

To play, press and hold the enter key. To stop, release the enter key.

Waves of engagement through life

Wherever you are in your financial journey, Rossby's compass can help you navigate to your destination.

Get on board!

DISCOVERY

Together, we'll take a deep dive into your cash flow and discuss your financial goals. A couple of other important things that we'll cover here are financial efficiencies and your net worth inventory.

BUILD NET WORTH STATEMENT

This is where we put the pieces in place. Your financial planner will complete an asset risk review and value at risk analysis to fully understand your current situation.

IMPLEMENT STRATEGY

It's time to make your money work for you. A custom plan is created to meet your goals. Your financial planner will go over the details with you in a straightforward and easy to follow manner.

ACCESS YOUR CLIENT PORTAL

All clients will receive access to their own secure portal to view their financial plan, accounts and more. Our client portal makes it easy for you to stay on top of your finances.

CHECK-IN MEETINGS WITH YOUR PLANNER

Staying on course with your plan is important if you want to reach your financial goals, and having the right person to help can make all the difference. Your financial planner will schedule a monthly video call with you to see how you are doing and address any changes in finances as they arise.

Schedule a Consultation

Meet Our Financial Planners

Andrew J. Evans, MBA

CEO, Rossby

As the head of this organization Andrew’s daily activities range from Advisor/Client engagement to paying the internet bill. With a solid background in client engagement and a love of technology, Andrew builds Rossby's Client Experience to never out grow the client needs with the help of the amazing people around him.

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Tanner Branham, CFP

Financial Planner

Alexandra Stickelman

Advisor

Alex is a Financial Planner (and Chief Compliance Officer at Rossby Financial), with over 10 years in the financial industry. She is dedicated to helping individuals and families reach their financial goals, combining her deep compliance knowledge with a passion for creating personalized plans. Alex's commitment to her clients ensures they have a clear, realistic and guided approach to achieving financial well-being and stability.

Stephen Florio

Advisor

Steve Florio is an Independent Financial Advisor with over 40 years of experience in the financial industry. He and his wife, Pam, have two daughters and live in Plantation, Florida. Steve enjoys traveling, reading and playing golf.

You know where you need to be, let us help get you there on time.

You don't have to wait until a major life event throws you through a loop or you have $50,000 in your savings to start working with a Financial Planner. By starting sooner, you can reach your destination in a shorter amount of time.

Get Started

Get the peace of mind you deserve.

Let's work together. It's your financial journey, let's chart the course.

Financial Planning

Take a deep dive into your full financial picture. We’ll help navigate and provide sound advice on how to achieve both your short- and long-term financial goals. From saving for college and planning your retirement to effectively managing your taxes and insurance, Rossby Wealth is here to guide you.

Tax Planning

Open communication on your tax situation is a key pillar to long term planning. Whether you have a CPA/Account relationship or want to work with ours, the focus remains to get you in the best situation possible to achieve your family goals.

Risk Mitigation

We review all coverages on your family for personal and business assets to ensure that you have the best protection available.

Investment Management

When we balance your family goals and profile with available assets, we want to select managers that have solid due diligence and track records. Hard assets are also of consideration for us and will track those in your systems for your benefit.

Estate & Trust

Within Rossby we want to make sure all of your documents are working properly per your wishes. We will give you our comments but a coordinated effort with your council is best.

If you’d like more information about our services, get in touch today.

Get in touch

Pricing

A cost structure built for you.

Individual Plan

This plan covers one person’s individual financial situation and goals.

$25

/month

Pay $25 each month for a 12 month period

Get Started

Monthly reoccurring financial planning costs do not include fees for additional services (i.e. investment management, insurance premiums). Investment and insurance products costs vary and will be reviewed prior to contract. For more information, please contact us directly.