About Us
The Roush Group advocates for business owners and accomplished individuals in the central valley and central coast regions of California with independent, objective, fee-only financial advice.
As a Registered Investment Advisor (RIA) and Accredited Investment Fiduciary® (AIF®), we uphold the industry’s highest standards of fiduciary care.
Importantly, we adopted our fiduciary standard – everything we do is in your sole interest – well before the proposed DOL fiduciary rule emerged.
Begin With A Conviction
With a decades-long investment background at large national banks and broker-dealers, Rick Roush launched his RIA firm to be free to more effectively advocate for objective, transparent and fully disclosed investment advice, so critically needed by business owners, their families, and their employees.
How We Think
Your book of life is filled with promise and possibility. When we earn your trust, we can play a pivotal role in helping you turn the next pages of your life chapters with confidence.
In reality, money brings you the power to
Owe, Grow, Live, and Give
That’s why our detailed, customized approach to financial life planning guarantees our advice filters through the prism of your life. Your needs. Your desires.
Our Specialties
- Financial Life Planning
- Asset and Wealth Management
- Life Insurance as Alternative Assets
- Retirement Plans
- Estate/Trust Planning
- Succession Planning; Exit
Modernizing the 401(k) Plan
The Roush Group provides 401(k) plan clients a veritable command center of ERISA compliance. Ask us about our proprietary DCPro Process, designed to insulate plan sponsors from liability by wrapping plans in an unsurpassed protective shield of 3(21), 3(16), and 3(38) fiduciaries.