Broker Check

Who We Are And Our Core Values



Our Core Values

At Rosenbaum Financial, our core values guide our decisions and interactions, both with our clients and our team.


We always act in the best interest of our clients. We are fiduciaries, and we are proud to uphold the fiduciary standard. We appreciate team members who respectfully share competing ideas to challenge existing perspectives and uncover new solutions for our clients.



Our team constantly seeks to expand our knowledge base so that our clients will succeed. We embrace differences of opinion and use them as an opportunity for growth.




Never deterred by challenging circumstances, we provide our clients with transparency in our thought processes, so that we can have productive conversations about new recommendations or changes in asset allocations.




We adapt our communication styles to best match the needs of clients so that they can clearly understand the content we discuss. Our creativity also allows us to find solutions through unique angles.




We create deep relationships with our clients and pay attention to not only their statements, and their feelings. Because of these long-lasting relationships, we can anticipate client needs and strengthen their confidence in our team.