Thoughtfully Independent, Rest Assured
Rooted Wealth was built on a simple belief: meaningful financial guidance begins with understanding people, not numbers.
As an independent advisor, Nikki Barrett is supported by LPL Financial, a well established firm that provides the technology, resources, and oversight behind the scenes. This partnership allows Rooted Wealth to remain focused on relationships, not corporate quotas or product mandates.
The result is a thoughtful balance of personal attention and professional support, giving you access to robust resources while preserving the trust, connection, and individualized guidance that come from working directly with an advisor who knows your story.
Get to Know Nikki
Nikki founded Rooted Wealth to create a different kind of advisory experience, one centered on relationships, stewardship, and intentional decisions. She believes that the strongest financial plans are built on a foundation of trust, purpose, and understanding.
Many people seek financial guidance during seasons of change, uncertainty, or transition. Nikki's role is to help bring clarity to what feels overwhelming, create a solid foundation beneath the surface, and help clients move forward with greater confidence and purpose.
Get to Know Schelyce
Schelyce serves Rooted Wealth as Client Experience and Operations Manager, bringing a background in healthcare, financial services, technology, and operations. At the heart of her work is something much simpler: she genuinely loves caring for people.
She believes a meaningful client experience is built through relationships, thoughtful communication, and consistent follow-through. Whether she is helping a client navigate a process or creating systems beneath the surface, Schelyce brings warmth, organization, and a deeply relational approach to everything she does.