Bradley Newman | Roof Advisory Group




Roof Advisory Group is an independent Registered Investment Advisory firm locally operated in Harrisburg, PA.  Unlike commission-driven firms, our Investment Advisory and Financial Planning services are provided on a fee-only basis, removing conflicts of interest and ensuring your advice is 100% objective. As an industry top tier Investment Advisor, Roof Advisory Group has earned national recognition through industry publications such as Financial Advisor, Wealth Manager and InvestmentNews – repeatedly ranking the firm as one of the nation’s top professional investment advisors compared to our peers.  In 2014, the firm received unprecedented national recognition by InvestmentNews for best practices in human capital management and overall use of technology among Investment Advisory firms – the only firm to be recognized on both levels.         



Website: www.roofadvisory.com

Social Media Links: LinkedIn

Phone: 717.260.9281

Email: invest@roofadvisory.com

Best Referral:  In addition to providing investment management to select high-net-worth relationship including individuals, trusts, not-for-profits, foundation and corporations, we also address the financial and investment planning needs of individuals.  The firm’s involvement with a client can range from an in-depth analysis of a current portfolio’s structure, cost, and performance to a comprehensive evaluation of the adequacy of a client’s long-term retirement funding.  Rather than the cookie-cutter approach of many other firms, our structure of 1 professional for every 25 clients allows for truly customized financial planning engagements.  Whether it is coordinating competing interests such as educating your children and saving for retirement or a complex analysis of executive compensation, Roof Advisory Group’s collective century of industry experience provides a high level of professional expertise and knowledge. 

       

 Central PA Association for Female Executives   ~   P.O. Box 303   ~   Camp Hill, PA 17001      ~      Copyright 2017  All Rights Reserved


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