Established in 2017, RoundRock Advisors, LLC is a successful, full-service investment advisory and wealth management firm based in Wilton, Connecticut. Firmly rooted in initial and ongoing financial planning, the independent company has developed a highly effective proprietary wealth creation and management process – capable of individual client customization — that produces above-standard results for its clients.
RoundRock employees and advisor partners enjoy a unique culture of independence, co-operation and support. They also enjoy a full complement of employment benefits.
The company’s growth strategy is centered on attracting asset managers, as well as financial advisors with a client base who are seeking to transition from their current situations – often with large, traditional money management firms or independent firms addressing business issues – to a company/culture like RoundRock’s with a sound business model that offers them greater opportunity and better compensation.
RoundRock’s founders/principals B.T. Bowler, CFP®️ certified financial planner, and Craig Jensen, an institutional and private wealth advisor, themselves transferred from well-known public and independent firms to establish a client-centric environment where advisors can focus on relationship development with a client base that suits their abilities, interests and work-life needs. They can focus on the specific aspects of wealth management that most interest them, while counting on support from their colleagues in other areas.