About Wise Roots Financial

At Wise Roots Financial, we believe true financial success begins with education, transparency, and empowerment. Our mission is to simplify money management and equip individuals with the knowledge to make confident financial decisions. We envision a ripple effect—clients who master their finances, teach their children, and inspire future generations to do the same, creating lasting legacies of financial freedom. By focusing on clarity, integrity, and guidance, we help families build not only wealth, but wisdom. Together, we are shaping a culture where financial literacy becomes the foundation for generational prosperity.

Our Mission

At Wise Roots Financial, our mission is to simplify money management through education, transparency, and empowerment. We equip individuals and families with the knowledge to make confident financial decisions, fostering wisdom alongside wealth and building legacies of financial freedom for future generations.

Our Why

How We Help

Who We Serve

Our Values

Call to Action

We exist to empower individuals and families with clarity, knowledge, and confidence to take control of their financial lives—so they can create lasting legacies of freedom, wisdom, and prosperity for generations to come.

Jordan holds a Bachelor’s degree in Finance. Graduating debt-free, he exemplifies the principles of smart money management that he now shares with clients. He is also pursuing his MBA, further strengthening his expertise. Jordan brings a deep passion for financial education, blending strong academic knowledge with a commitment to helping clients make clear, confident money decisions.

• Education First – We break down financial concepts into simple, actionable knowledge so you can make confident decisions.

• Personalized Guidance – Every family’s journey is unique. We create strategies tailored to your goals, values, and life stage.

• Transparency & Integrity – No hidden agendas, no jargon—just honest advice you can trust.

• Empowerment for Generations – We don’t just help you manage money; we equip you to pass on financial wisdom to your children and future generations.

  Our role is to give you the tools, insights, and support you need to grow not only wealth, but lasting financial confidence.

We help individuals and families who want clarity and confidence in their financial future. Our clients include families focused on building wealth while teaching their children strong financial values, as well as professionals navigating major life changes like marriage, career shifts, or retirement planning. Many are values-driven, seeking education, transparency, and empowerment over quick returns. We also support multi-generational households—parents, grandparents, and children—working together to create lasting legacies of financial literacy and prosperity.

Our values are the cornerstone of our approach: Education, because knowledge builds financial confidence; Transparency, ensuring honesty and openness in all interactions; Empowerment, equipping clients to make informed decisions; Integrity, upholding the highest ethical standards for our clients' best interests; Legacy, guiding families to create lasting financial literacy; and Clarity, simplifying financial complexities into practical strategies.

Take the first step toward financial clarity and confidence. At Wise Roots Financial, we’ll help you simplify money management, build lasting wealth, and create a legacy of wisdom for generations to come. Schedule your free consultation today and start growing your roots of financial freedom.

Meet the Team

Richard brings 20 years of hands-on experience in the financial world. He has invested in extensive education, studying the strategies and principles of leading financial experts such as Dave Ramsey, Ray Dalio, and Warren Buffett. Alongside his wife, Aesha, he has built a strong household foundation and achieved a net worth that makes early retirement possible. This journey provided him with practical insight and fuels his commitment to helping families with real-world financial guidance.

Jordan Turner

Richard Turner