About
My name is Julie A. Rothmeier, founder and Financial Advisor, providing independent investment advice and customized financial strategies to individuals and executives all across the U.S. One of my primary roles as an advisor, is to help educate you about the basic concepts of financial management; to help you learn more about your investment options; and to give you fast, easy access to market performance data. I will guide you through the process of discovering your financial options and possibilities, whether that means planning for retirement, converting an IRA, working with a 401K, or wealth management services.
