Who We Are

At Rocafort Group, we are more than just a financial planning firm – we are your trusted partners in creating and preserving wealth. With over 40 years of experience, we’ve built a reputation as a boutique financial planning and 401(k) retirement plan administration office that provides specialized, high-touch services to high-net-worth individuals and corporations with over 100 employees.

Our firm is deeply committed to acting as a fiduciary for all of our clients, meaning we always put your best interests first. This fiduciary responsibility is at the core of everything we do, from managing your personal wealth to designing retirement plans that align with your business’s goals. We take great pride in offering advice that is unbiased, transparent, and tailored to your specific needs.