Live Your Life

With Financial Confidence


Your Team

We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.

As a focused and experienced group, we provide the resources and expertise of a large team, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and helping to enhance long-term success, fortified by thorough, objective investment research and selection.

Interested in Working Together?

Get started in five easy steps

Step 1 - Introductory Phone Call

During this 15-minute introductory phone call, we'll explain who we are and what we do for our clients. We'll make sure your unique situation matches our expertise. If we seem to be a good fit, then we can move on to STEP 2. If not, we can try to send you on your way armed with information or guidance that can help you. To book the 15 min call, view the calendar to right and find a time that works for you.


The goal of this 60-minute meeting is to get to know you and get clear on your financial goals, needs & concerns. There is no cost for this meeting. However, to make this meeting as productive as possible, we require a confidential financial questionnaire to be filled out and sent to us prior to the meeting. At the conclusion of this meeting, we will ask if you would like us to put together a “Roadmap to Financial Clarity” for you. This is a customized plan to assist you in accomplishing your goals. This meeting is a “no pressure” meeting. In fact, if you prefer to go home and think about it, that is 100% ok with us. Click the link below to print out the Financial Questionnaire


If you want to take a day or a week to process what we discussed and formulate more questions, that is absolutely fine. We want to help you make an informed decision and not feel any pressure. Deciding to work together is a 2-way street.

Step 4 - REVIEW

Once you are comfortable with the idea of working with us, we as a collective team will develop your “Roadmap to Financial Clarity”. Click on the link below to view the framework for what our step-by-step process looks like. This is a step-by-step plan that leverages our decades of experience, without you needing to be present, to lay out what the next steps need to be. This is a clear and easy-to-follow process. Getting to know your tolerance for risk helps us customize a step-by-step plan. Click on the link below to fill out the questionnaire


Here is where we get to work implementing all the steps we recommended above. A lot of this can be completed electronically or in person whichever is more convenient. It normally involves helping you set up the necessary accounts, move your investments under our care, review your investments that can’t move to us and offering guidance on them, discussing your insurance coverage, reviewing your budget, taxes, assets and liabilities and the list goes on. In some situations, more complex financial situations may take longer.

Schedule your 15 minute no obligation phone call below


President of Ross Financial Inc., Wealth Advisor, RJFS
Matthew Ross

My goals are simple. Figure out where you are at, what you would like to accomplish, put together a plan to help get you get there, and then monitor our progress.

It is said that people fear what they don’t understand. I strive to explain our plan and the investments we own in such a way that brings you confidence during periods of economic highs and also when the “seas get choppy”. Our clients have the information to stay at ease through all seasons of life.

Matthew Ross
Our Hours

8:30 AM – 5:00 PM PST
Monday – Friday

Who We Are

Our Approach to Service

What We Do

50 Benefits for Clients

Our Process

Financial Roadmap

Join us in Celebrating Ross Financial

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