Rohlik Financial Group

Rohlik Financial Group was founded in 2009 when Brent Rohlik realized his entrepreneurial vision and founded the independent firm. As a close-knit firm with family ties (Brent and Suzanne are siblings), we specialize in holistic financial planning and wealth management. Rohlik Financial Group has a family feel, rooted in care for each other and our clients and a commitment to helping clients with all their financial needs. Our long-term stability with staff allows us to get to know clients over the long haul—developing close relationships that span decades.

We focus on the unique needs of each of our clients at every stage of their financial journey. We will help you design a comprehensive financial plan that considers your current financial situation, your long-term goals, and then develop strategies to help you pursue those goals.

The staff at Rohlik Financial Group work as a cohesive team, with each member excelling in certain areas that help them provide the best support, advice and service to each of our clients. Our experience allows us the ability to serve clients in a comprehensive manner.