Company intelligence
Rossby Financial
Clear Skies, Calm Waters, Open Spaces. Your Infrastructure RIA.
About Rossby Financial
Rossby believes the business owner Advisor knows what’s best for their practice and we want to be their platform of choice for market accessibility, digital transformation, leadership, and acquisition opportunities. We will not accept legacy business processes or ideology to dictate our go forward. To be a leader we must continually provide due diligence on custodians, operations, technology, and investments. The firm will never be completed as long as regulations, services, and attitudes change. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Rossby Financial L.L.C., a Registered Investment Advisor. Private Client Services and Rossby are unaffiliated entities.
Verified activity
Signals from Rossby Financial
3 published signals
Presence & Recognition
Rossby Financial CEO Andrew J. Evans participated with Visory on a panel discussion to talk about AI and advisor growth.
Reported by Rossby Financial
Presence & Recognition
Rossby Financial participated in a Side Hustle City podcast conversation discussing the path from musical theater to financial strategy
Reported by Rossby Financial
Products & Services
Rossby Financial introduced fixed annual base pricing with predictable extra advisors, tiered per-account fees, and 100% advisory fee retention.
Reported by Andrew J. Evans, MBA