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Your Trusted Partner in Advisory Growth

Rossby Financial was founded with the goal to empower advisors like you to focus on what matters most --  your clients. By providing comprehensive support, we enable you to grow your practice with confidence.

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Our Mission

The mission of Rossby Financial is to give advisors a platform that embraces technology, guides on regulation, and inspires them to be amazing.

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Our Purpose

Running your business should feel like a calm, blue ocean.​

Rossby's goal is to provide our advisors with the right technology and resources to grow and manage their practice with ease.

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Our Story

Rossby was built for advisors, combining innovation and service to stay ahead in a changing world.​

We're your partner for the future.

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Meet the Team

45+ years combined industry experience and expertise on deck.

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Andrew J. Evans

Chief Executive Officer

MBA

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Drew Keesee

Technical Liaison

 

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Christopher Marsico

Chief Financial Officer

MBA

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Kylie Garver

Marketing Director

 

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Caileigh Carfang

Administrator

 

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Set sail on your independent voyage today.

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2412 Irwin Street

Melbourne, FL 32901

This website is for information 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 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

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© 2025 by Rossby Financial, LLC.

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