At RoseRock Foundations, we offer customized fee-only financial planning and investment management to those that are taking the initial steps to build a financial foundation for themselves.
Approachable, High-Touch Service
We have approachable asset minimums, unlike most wealth management firms, and offer customized, high touch service, unlike “robo-advisors”.
We like to think of it as delivering a high-end dining experience, but without the sportscoat, $200 bottle of wine, and three-hour commitment!
Approachable High-Touch Service
We have approachable asset minimums, unlike most wealth management firms – and offer customized, high touch service, unlike “robo-advisors”. We like to think of it as delivering a high-end dining experience, but without the sportscoat, $200 bottle of wine, and three-hour commitment!
Our Team
RoseRock Foundations is focused on helping our clients create wiser wealth and live more fulfilling lives. With over 30 years of combined experience, Ryan W. Huey, CFP® and Franklin Matute, CFP® are committed to helping clients achieve their goals and find fulfillment.
Excellence & Experience
15
*Years Honored in the Best Financial Planner in Dallas list by D Magazine
30
Combined years of wealth management experience
6
Contributions to major finance publications
Excellence & Experience
15
Years Honored in the ``Best Financial Planner in Dallas`` list by D Magazine
18
Years of wealth management experience
6
Contributions to major finance publications
8
Professional financial planning awards