Plan today.
Enjoy tomorrow.

Welcome to the Rockford Group, where we specialize in Finding Direction for Your Finances. Our mission is to help educate you, thereby empowering you to make better financial decisions for yourself. We believe that financial success starts with financial literacy, and we are dedicated to providing personalized solutions to help achieve your unique goals.
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HOW WE’RE DIFFERENT

Financial advice for you.

Fiduciary Responsibility

As a Registered Investment Advisor (RIA) we operate as a fiduciary, meaning we are legally required to make recommendations that are in your best interests, 100% of the time.

Independent Advice

Our advisors are fully independent and able to work with a multitude of companies, strategies, and solutions, meaning the advice is always objective and client centric.

Education Focus

Our goal is to educate you about pertinent financial concepts and strategies, thereby empowering you to make the best financial decisions for yourself, and allowing you to be an active participant in your financial journey.

Tailoring your experience.

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Rockford Group Investment Advisor points you in the right direction, giving you customized financial advice and services to meet the financial goals of your future.

An advisor should be the quarterback of your financial & legal team.  If you have legal, banking, and accounting professionals in place, we are happy to work alongside them.  However, if you need to build a team we are happy to make high quality referrals.

Establishing your plan and goals is only the beginning.  We provide regular, ongoing meetings and updates to ensure that you stay on course.  We’re committed to you and your journey.

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OUR SERVICES

A future within reach.

However you envision the years ahead, Rockford Group Investment Advisor is here to help you reach it. Whether it’s planning for retirement, leaving a legacy, or simply getting started, we are invested in seeing your vision come to life. 

  • Personal Finance
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Employer Retirement Plans
  • Portfolio Management
  • Business Consulting
  • Charitable Giving
OUR SERVICES

RESOURCES

Investing shouldn’t be intimidating.

That’s why we’ve curated a collection of articles to help you navigate through all the jargon and provide a practical approach to understanding investment planning.

When inflation’s got you on the ropes

Mike Tyson famously said, “everyone has a plan ’till they get punched in the mouth.” And this week you could be feeling like that — punched with an uppercut of rising gas prices, talk of a recession and the Fed’s announcement of steeper interest rate increases.
More Resources

TESTIMONIALS

Here from people just like you.

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We’ll point you in the right direction.

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