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The Right Recipe For Retirement
What We Do
Who We Are
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The Right Recipe For Retirement
What We Do
Who We Are
Attend An Event
What We Do
Who We Are
Attend An Event

Connect With Us - Visit Our Office

Phone: 815-918-4727

2412 East Washington ST. - Suite 8 A - Bloomington, IL 61704

1521 N Convent - Suite 800 - Bourbonnais, IL 60914

10 E Main - Champaign, IL 61820

15255 S. 94th Avenue. - Suite 500 - Orland Park, IL 60462

Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through Rooted Wealth Advisors and/or AE Wealth Management, LLC (AEWM). Rooted Wealth Advisors, Inc. and AEWM are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Zach Gray or Rooted Wealth Advisors is stated or implied.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Zach Gray or Rooted Wealth Advisors, Inc is stated or implied.

Forum 400 are paid membership organizations.

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