Contact

Robbie Morris is the founder and lead financial planner at Roots Financial Planning. He is a fee-only, fiduciary financial planner who works exclusively with dentists. Even though he lives in San Antonio, TX, he is able to serve dentists virtually across the United States.

If you would like to talk with a financial planner who knows what it’s like to be married to a dentist, please send me an email. Schedule a free consultation to find out how I can help you make smart financial decisions and live your best life beyond the chair.

We want to hear from you!

robbie@rootsfp.com
San Antonio, TX

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