Ari Taublieb, MBA is the Vice President and Financial Planner at Root Financial Partners. Ari is also the host of the Early Retirement podcast.
I specialize in helping people retire early. I've helped 100,000+ people retire early with confidence. I love what I do.
My process is simple:
"Ari is a warm and personable young man..He wants me to be happy and financially stable and goes out of his way to make sure I am. I trust him 100% and recommend him to everyone I know. He is a gift in my life."
- Kim L.
"Because they specialize in early retirement planning, going to them was a perfect match. They have made automating my finances so easy, and talking to their team for adjustments are done promptly and with ease...I would recommend them to anyone."
- Rachel D.
"I was stressed and knew my money need to be working harder for me. I didn't know how much I was leaving on the table and Ari helped save me on taxes, invest better, structure my estate plan, and my overall confidence around money has shifted."
- Julia L.
The only thing I have for sale is...me. I don't receive any commissions or kickbacks from selling any product, because we couldn't sell you a product even if we wanted to. I believe in transparency. If you're serious about working together to build a custom strategy so you can retire early, you'll find my fee structure on the form when you apply here. You'll never wonder what you're paying.
I don't want you to be overcharged for any services you don't need. Our comprehensive services are designed for individuals and couples seeking to retire early with $500,000+ in assets.
No. You can cancel at any time. Our goal is to work with clients for the duration of their life, as we value multi-generational planning integral to the comprehensive financial planning approach, but you always have the ability to leave if you feel we're not providing more value than the fee being charged.
I came from companies with requirements to hit quotas and bring on X numbers of clients per month and transparently, that's just not in the best interest of clients. You're more than a number. Financial planning requires more than an annual check-in. I intentionally limit the number of clients I work with to provide you the care and attention you deserve.
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