Our story
A deliberate new chapter, built with greater clarity, accountability, and a long-term fiduciary focus.
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Early work rooted in planning and service
Brad and his Team believe that every investment portfolio should be managed with a purpose. Understanding a client's goals and objectives is essential for investment selection and long-term success.
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Choosing independence and higher accountability
A shift toward independent, fiduciary-focused guidance built on process, clarity, and long-term relationships.
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Building RWA with clarity and responsibility
RWA is established with a renewed standard: transparency, a planning-first process, and decisions made in the client's best interest.
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A calmer, clearer client experience
A consistent planning rhythm. Review, rebalance, communicate so clients always know where they stand and what the next right step is.
Meet Our Team
Bradley rooks
Founder & Advisory Function
Brad Rooks is the founder of Rooks Wealth Advisors, a fee-only registered investment advisory firm built on clarity, discipline, and fiduciary responsibility. His work centers on thoughtful financial planning, disciplined investment strategy, and decisions designed to hold up over time.
Brad’s approach is informed by a background rooted in problem-solving and structure, beginning with engineering and building construction studies at Auburn University before transitioning into financial planning. After entering the advisory profession in 2008, he built his practice around steady relationships, transparent guidance, and a planning-first mindset.
Nearly two decades into his career, Brad continues to guide individuals, families, and business owners with a calm, intentional approach — focused on long-term independence, accountability, and trust earned over time.
Brad is a husband and father who understands the needs of the families he serves. He and his wife, Jill, are proud parents of their twin children, Hope and Hayden. When he is not meeting with clients, you will likely find him outdoors — tinkering with a home project or supporting his kids in all their activities. As a hands-on problem solver at heart, Brad brings the same care and craftsmanship to his financial work that he does to every other part of his life.
DREW WHITE
Investment Advisor Representative
Drew White serves as an Investment Advisor Representative at Rooks Wealth Advisors, supporting clients through careful analysis, follow-through, and clear communication. His role focuses on helping ensure that planning strategies are executed thoughtfully and consistently.
Drew graduated from the University of Tennessee at Chattanooga with a degree in actuarial science, a foundation that sharpens his detail-oriented approach to financial planning and fiduciary advisory work. He was drawn to the profession by a desire to help people paired with a natural aptitude for mathematics, and brings that same blend of precision and purpose to every client relationship. Before joining RWA, Drew gained experience in prior advisory roles and now works closely alongside clients and the advisory team to support sound, well-informed decision-making.
Outside of work, Drew’s interests in weightlifting, sports, and fishing reflect the same discipline and consistency he brings to serving clients each day.
Say hello and tell us what’s on your mind.
Whether you have a question, a goal, or simply want a second perspective, we welcome the opportunity to connect.