About Us

Rosnack Financial Group, Inc.

The Rosnack Financial Group, Inc., is an independent practice. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, to provide professional wealth management and money management services for the clients we serve.

Richard J. Rosnack runs a boutique-style practice where he serves as financial steward for each of his clients. He believes that most clients prefer to work directly with a professional consultant versus a secondary subordinate in the management of their financial affairs.

In providing customized wealth management services to clients and their families, Richard specializes in money management and financial planning strategies. He collaborates extensively with his client’s existing professional advisors and counsel to help assure the optimal integration of the tax, estate and philanthropic planning aspects along with periodic monitoring of those strategies. He and his staff work to coordinate a team approach so all are on the same page.

Service Commitment

Based on our strong commitment to provide quality service to our existing clients, we must limit the number of new prospective clients we work with by requiring the potential of a $1 million minimum household account(s). This allows us to properly serve those who have entrusted us with their assets. Although our client relationships vary in length, our average median client relationship is more than 10 years.

Strategic Philosophy

Through Raymond James, our team provides professional money management and customized wealth management services in a private boutique format to a small group of clients and their families. Our objective is to deliver personalized investment management and strategies and personalized financial planning , as well as collaborate as needed with our clients’ existing professional advisors to coordinate the integration of tax, estate and philanthropic strategies in their financial plans. Based on Richard’s more than 30 years in the financial services industry and extensive financial services education, he assumes the role of financial steward to guide our clients in their decision making process.

Richard and his team places the highest value on personal service. Richard’s staff combines more than 60 years of financial services and administrative experience to provide you with the service we feel you deserve. Raymond James Financial Services, Inc., provides us with the national strength, support, sophistication and resources we need to serve our clients.

The key component for our service is in the establishment of a long-term relationship with our clients. The key elements in working with our clients are to: analyze, design, propose, implement and monitor financial strategies and plans. Richard realizes from experience that many successful people lack either the time or resolve to manage financial concerns that can seem overwhelming and complex. Certain strategic recommendations can take months or even years before a client is prepared to move forward in particular areas of tax, estate and philanthropic planning. Our objective is to provide suitable choices and guidance so you can implement a plan that is appropriate and optimal in the present and to monitor that plan for potential changes and enhancements throughout the future to help enable you to achieve your financial goals.