We help advisors grow their practice

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.

Rossby believes the business owner Advisor knows what's best for their practice and we want to be their platform of choice for market accessibility, digital transformation, leadership, and acquisition opportunities. We will not accept legacy business processes or ideology to dictate our go forward. To be the leader we must continually provide due diligence on custodians, operations, technology, and investments. The firm will never be completed as long as regulations, services, and attitudes change.

Our Purpose

A calm, blue ocean. That's how we believe running your business should feel like.

Rossby's goal is to provide our advisors with the right technology and resources to grow and manage their practice with ease. Rossby's tech stack connects your source of truth (CRM) to our source of truth (Books & Records) for a smooth transition.

Our Story

We have a passion for technology and service that pushes us to always be better.

Rossby was created with Advisors being the center of business and the RIA is there to support them. As an Enterprise RIA, we continue to perform due diligence on services that can help the lives of Advisors and clients. It's hard for legacy and proprietary programs to compete in our current world of AI and Gig economy. Rossby is set to take advantage of these and other dynamic changes in our industry. We are a partner for future.