30 January 2026
2025 Review 2026 Outlook
Expanded our team with the addition of Senior Wealth Advisor, Bob Hill and Investment Analyst...
We invest in ourselves
We help individuals and families envision their goals, plan better, and achieve greater outcomes to secure their future.
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Our core values. Your long-term success.
We are advisors & strategists with a client-first mentality, above all.
Our belief is that collaboration, transparency, and trust is the basis for future success. Backed by years of industry experience and a focus on innovative solutions, our success has always been aligned with our clients' objectives. Our people-first mind set is ingrained in everything we do.
Strategic Partners
BNY Mellon/Pershing
Charles Schwab
Goldman Sachs
Dynasty Financial Partners
Black Diamond
MoneyGuide Pro
Envestnet PMC
Morningstar
DocuSign
Salesforce
Halo Investing
Ethic
YCharts
SmartAsset
iCapital
CAIS
01
Working Together to Ensure Your Future
A team approach in everything we do
The Rose team consists of approachable, informed, and strategic finance professionals. We are laid back, but professional. We are fun, but we get the job done. We are diverse, but have the same core values. We all maintain a strong commitment to both the community that we work and live in, as well as the community that we build with clients.
Meet the Team →02
Long-Term & Comprehensive Financial Planning
Our process is rooted in core values
The Rose Capital Advisors process is driven by our investment philosophy — always putting our clients first. We develop a clear understanding of their unique goals and time horizon, and fine-tune a team-driven plan that drives the greatest success.
Our Process →03
Start Today with Rose Capital Advisors
Growing your future doesn't have to be complicated
As experts in comprehensive planning, we can execute a personalized roadmap tailored to your unique needs and lifestyle. Reach out to say hello!
Contact Us →Recent News
27 August 2025
We are pleased to announce that Bob Hill has joined Rose Capital Advisors
We are pleased to announce that Bob Hill has joined Rose Capital Advisors.
14 August 2025
First Half 2025 Market Commentary
Rose Capital Advisors August 7, 2025 Dear Clients: The first half of 2025 brought continued...
“Finding the best person or the best organization to invest your money is one of the most important financial decisions you'll ever make.”— Bill Gross