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A Team of Professionals

Since its founding in 1956, Rosenbaum Financial has carefully built a team of experienced, diverse professionals who collaborate to address our clients’ comprehensive financial needs. And we do so with each individual client in mind.

Our core values are integrity, leadership, perseverance, creativity, and compassion. Our commitment to these values means each of us on the Rosenbaum Financial team contributes distinct skills and knowledge to every client’s unique plan, strategy, and support requirements. We ask probing questions to understand your goals, fears, risk profile, family, community, charitable and tax objectives. In short, we treat each portfolio as if it were our own.

Rosenbaum Financial, in the 60+ year evolution to an Independent Registered Investment Advisor (RIA), is and has been rooted in providing financial savvy and compassionate leadership to our clients and to our community. As the financial industry has evolved in a myriad of ways since the 1950s, so have we, always a tick above the trends and our clients’ changing needs and desires.