Helping You Define, Create, and Enjoy Financial Independence

Financial success does not happen by chance; it is the product of sound decision-making. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

As a CERTIFIED FINANCIAL PLANNER™ Professional and Wealth Management Advisor, I help you model successful outcomes based on several key factors including accumulation-, preservation-, income-, and legacy objectives, tax efficiency, changing market environments, risk and contingency planning, social security considerations, and more...

I take a collaborative approach to planning: We build your financial plan together, I educate you on what's possible, and YOU make the decisions.

Let's get started...

 

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Client Testimonial

“My wife and I have worked with Roman Janos for roughly 15 years, initially for life insurance and later for retirement investments. Roman has proven to be a very reliable resource, listening well and patiently educating us on our investment options. Roman’s consistent efforts to understand us and our entire financial picture has given us tremendous comfort as we navigate the anxiety-provoking world of financial planning.”

Dr. Patrick Antonelli, Client

Client Testimonial

“It has truly been a pleasure to work with Roman Janos over the years. An exceptional financial advisor who knows how to manage their client’s money ensuring their clients feel financially cared for and Roman has always made me feel at ease with my future needs. He consistently takes the time to discuss everything thoroughly and his professional expertise and advice are greatly appreciated.”

Trish Davis, Client

Client Testimonial

“My wife and I have worked with Roman for about 12 years for long-term care and retirement income planning and managing our retirement finances. Roman did a great job of listening to us, understanding our lifestyle, risk tolerance, and devising a plan that provides retirement financial security while remaining flexible. I am happy to recommend Roman for financial planning without reservation. "

Danny Martin, Client

Client Testimonial

“Roman is knowledgeable, forthright, and truly listens. He cares about his clients and wants to help you meet your goals."

Dr. Joe McNamara, Client
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.