Rooted Advisors is comprised of a number of qualified individuals with M.B.A’s & designations (e.g. CPA). Every advisor is required to sign a comprehensive non-disclosure and is held to the highest ethical standards. Experience within your specific industry allows us as a company develop the most effective solutions.

Often when consulting with small businesses, budget is a concern. Rooted Advisors is experienced in helping businesses take incremental steps toward business improvement and determined by the business budget.

We have experience in working with business that are preparing to raise a large amount of capital and are looking to streamline their businesses before presenting to investors; while we also work with businesses that need to obtain funding or grants, in efforts to implement technologies.

On many occasions we have worked with small businesses that are already engaged with business consultants of some sorts (sales, marketing etc.). We customize our service offering to the customers needs and therefore are more than happy to work with consultants you already have experience with!

Before we make any suggestions for change within your business, we diligently observe the inner-workings of each department within the company to understand the most financially favorable opportunities for improvement.

All of our clients are unique and require different solutions. During our needs analysis, we will understand what technologies your business has currently adopted and if change is beneficial, we will tell you!


Learn more

Turnaround Consulting

Companies dislike the term ‘turnaround consulting’ because it represents failure. The truth is that turnaround consulting represents success.

read more
Business Systems

Bonds and commodities are much more stable than stocks and trades. We allow our clients to invest in the right bonds & commodities.

read more
IT Management

Audit and assurance is all about meticulous data analysis. Everything needs to be checked, double checked, and triple checked.

read more
This website uses cookies and asks your personal data to enhance your browsing experience.