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Curating the experience for independent financial advisors

Rossby Financial offers a  tech-forward experience that's customized for each advisor in our firm.  Our open-ended architecture was designed with a strong focus on what it means to be a truly independent advisor.

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As a business owner, you should know all of your costs.  We don't think that your independence should be one of them.​

Are you trading a portion of your independence for your current affiliation?

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Tech Stack

Our intuitive tech stack offers a broad scope of capabilities that are bound to inspire you.

Portfolio Management & Investment Reporting

Easily manage client portfolios and customize reports to meet your business  needs.

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Account Rebalancing & Trading

Track your clients' accounts, rebalance, and place trades at scale.

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Client Experience

More than just a place for your clients to view their investment holdings.

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Compliance & Guidance

We designed our policy and procedures with the Clients and Advisor first.

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Providing advisors with a hub for guidance and connectivity is our differentiator.

Independence

through Integration

Why Rossby

Gain access to a superior tech stack and a team of experienced financial consultants. 

Philosophy

Clear skies, calm waters, open spaces.

“The journey in front of you is full of changing conditions and decisions that need to be made.  You don’t have to make them alone.  Rossby is your team to navigate the turbulence in your practice.”

Andrew J. Evans, MBA

Chief Executive Officer, Rossby Financial, LLC

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PARTNERS

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Rossby's leadership team brings experience and expertise to help advisors grow their practice

Looking to acquire a practice or use new ways to generate leads? Our team of experienced financial professionals are here to help you along the way. At Rossby, we believe that Independent Advisors can thrive when they have great people on their side. 

Set sail on your independent voyage today.

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2412 Irwin Street

Melbourne, FL 32901

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This website is for informational purposes only and does not constitute investment advice nor a solicitation to buy or sell any security or engage in a particular investment strategy. Advisory services offered through Rossby Financial, LLC, a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Information contained herein is provided by sources deemed to be reliable; however, accuracy and completeness cannot be guaranteed. All investing involves risk, including the possible loss of principal. Results are not guaranteed, as past performance does not indicate future results. Rossby Financial, LLC and its affiliates do not provide tax or legal advice. 

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Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Rossby Financial, a Registered Investment Advisor. Private Client Services, Rossby Financial, LLC are unaffiliated entities.

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Our Advisors are Securities Registered in the following states: FL, MD, MA, MI, NC, OH, OR, PA, TX, VA, WV

Our Advisors offer advisory products and services in the following states: AZ, CA, CO, DE, DC, FL, GA, ID, IL, LA, MD, MA, MI, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TX, VA, WA, WV

© 2024 by Rossby Financial, LLC.

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