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Celebrating 27 Years! Holistic Approach Experience & Expertise Client-Based Advice 2022 World's Most Ethical Companies Honoree! TRG Hall of Fame Inductee
Our Team

Our Team

Our Professionals combine 35+ years of experience with the technical know-how to offer the best client experience possible.

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Individual Planning

Individual Planning

Our team takes a holistic approach in helping individuals and families meet their personal goals and reach financial independence.

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Business Planning

Business Planning

Our team is focused on serving the needs of business owners to help them grow, protect, and ultimately transfer their life's work.

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Investment Management

Investment Management

Our Investment Specialists will assist you in building an investment strategy catered to your own personal benchmark that meets your specific goals.

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Our Blog

Our Blog

View current and past entries in our financial blog on a variety of financial planning topics, personally written by Anthony & Karen.

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Additional Resources

Additional Resources

Our Resource Center offers a spectrum of additional timely and informative articles that were written with you in mind.

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"For over 27 years, we have served our clients with passion and integrity. Our focus is holistic and practical financial planning advice, along with comprehensive wealth management. At DeRose FPG, we want to empower our clients to reach their personal and financial aspirations so they can the life they value."

- Karen L. DeRose, President & CEO

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