Rooks Wealth Advisors
Clear, honest, fiduciary advice centered around your goals.
About Us
Rooks Wealth Advisors was founded with a simple but powerful mission: to provide honest, personalized financial guidance that puts people first. After nearly two decades in the financial services industry, Brad Rooks saw a need for something different, an advisory firm that prioritized relationships over revenue, and long‑term success over short‑term gains.
At RWA, we believe financial planning is about more than just numbers, it’s about understanding your goals, your values, and your vision for the future. That’s why we take a hands‑on, tailored approach to every client relationship. Whether you’re an individual planning for retirement, a family building a legacy, or a business owner navigating growth, we’re here to guide you every step of the way.
Our firm is built around four core pillars: investments, financial planning, business planning, and company retirement plans. From actively managed portfolios and complex trust strategies to hands‑on 401(k) support and business consulting, we go far beyond the industry standard. We don’t believe in one‑size‑fits‑all solutions, every strategy we build is designed to fit your unique situation and evolve with you over time.
What truly sets us apart is our commitment to service. While many firms focus on bringing in new clients, we focus on serving our existing clients with excellence knowing that great work speaks for itself. We act as fiduciaries in every relationship, offering fee‑only advice that’s always in your best interest.
RWA is more than a financial firm—it’s a trusted partner for life’s biggest decisions. And at the heart of it all is Brad Rooks, a devoted father, outdoorsman, and Auburn University graduate whose Christian faith guides every aspect of his life and business.
What We Stand For
- Empowering individuals, families and business owners to take control of their financial futures.
- Financial planning guided by integrity, faith and fiduciary commitment.
- We partner with you to create strategies that support lasting success, for this generation and the next.
- We provide honest, goal‑driven guidance to build a secure and meaningful future.
- Our mission is clear, fiduciary advice that aligns with your values and supports your goals.
- Transparent, commission‑free planning rooted in trust, integrity, and long‑term vision.
Brad Rooks, Founder & Advisor
Brad Rooks founded RWA with a mission to empower individuals, families, and businesses to take control of their financial futures. With almost 20 years of experience in the financial services industry, Brad leads RWA with a simple belief: financial advice should be clear, honest, and centered around your goals. Brad understands the tremendous responsibility he has to clients and acts as a Fiduciary with all his client relationships. As a fee-only advisor, Brad and his Team do not take commissions and only make recommendations based on what is best for the client.
As the Owner and Founder of RWA, Brad wears many hats, but his primary focus is working with individuals and families to help plan for the next phase of life. Whether it be planning for retirement or planning for the next generation, Brad works with clients to develop tax‑efficient strategies that accomplish those goals. He also understands the unique challenges that individual business owners face and works closely with clients to develop strategic plans that align personal and business goals—whether it’s optimizing company 401(k) plans, managing business transitions, investing surplus profits, or preparing for retirement.
When not working with clients, you will most likely find Brad doing anything that involves the outdoors. He is an avid fisherman, sports enthusiast, and enjoys woodworking. As a father of two children, he is involved in all their activities. He is a graduate of Auburn University and an active member of the alumni association. Brad places his Christian faith above all and uses that to guide his business, family, and relationships.
Drew White, Investment Advisor Representative
Drew White brings a strong foundation in finance, leadership, and client service to his role as Investment Advisor Representative at Rooks Wealth Advisors. Originally from Nashville, Tennessee, Drew graduated from the University of Tennessee at Chattanooga in May 2024 with a bachelor’s degree in actuarial science.
Drew holds several key industry credentials, including the SIE, Series 6, Series 63, Series 65, and a Life and Health Insurance License in the state of Tennessee. Prior to joining Rooks Wealth Advisors, he worked as an Investment Advisor Representative and Broker‑Dealer Agent at Tristate Financial Advisors, gaining hands‑on experience in investment strategy and fiduciary responsibility.
Outside of work, Drew enjoys staying active through working out, fishing, hiking, and mountain biking.
