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(901) 683-4030
walter@roopfinancial.com
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YOUR LIFE.  YOUR GOALS. YOUR FUTURE.

Beginning with a sound financial foundation, our team will guide you through
Life events with a portfolio strategy that is effective, sustainable, and
multi-generational. 

Learn More

YOUR LIFE.  YOUR GOALS. YOUR FUTURE.

Beginning with a sound financial foundation, our team will guide you through
Life events with a portfolio strategy that is effective, sustainable, and
multi-generational. 

Learn More

YOUR LIFE.  YOUR GOALS. YOUR FUTURE.

Beginning with a sound financial foundation, our team will guide you through
Life events with a portfolio strategy that is effective, sustainable, and
multi-generational. 

Learn More

YOUR LIFE.  YOUR GOALS. YOUR FUTURE.

Beginning with a sound financial foundation, our team will guide you through
Life events with a portfolio strategy that is effective, sustainable, and
multi-generational. 

Learn More

YOUR LIFE.  YOUR GOALS. YOUR FUTURE.

Beginning with a sound financial foundation, our team will guide you through
Life events with a portfolio strategy that is effective, sustainable, and
multi-generational. 

Learn More


A PERSONAL GUIDE FOR YOUR FINANCIAL FUTURE

As fiduciary advisors, we provide objective financial guidance for our advisory
clients by listening, thinking, and offering clarity and years of
experience. All of our energy, commitment, and efforts are focused on you, the
client, and your satisfaction.


OUR ADVISORS 

Years of experience have prepared us to guide you through your life transitions.

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OUR SERVICES

We create strategies that are tailored to your needs and goals.

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OUR PROCESS

Trust. Honesty. Integrity. We believe values matter, and we live by ours every
day.

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LET'S TALK.
TAKE THE FIRST STEP

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.

Schedule a Consultation


RESOURCES

Our goal is your success. Below are some resources to help you have a successful
financial future.


ARTICLES

A collection of handpicked articles.

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CALCULATORS

Calculate elaborate financial decisions with total calculation.

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VIDEOS

Even more videos to enjoy.

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PRESENTATIONS

Managing your money involves more than simply making and following a budget.

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CONTACT

Office: (901) 683-4030

Fax: (901) 682-5400

9061 Stone Walk Place

Germantown, TN 38138

walter@roopfinancial.com



QUICK LINKS

 * Retirement Planning
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 * Estate Planning
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 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

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