Roseman Wealth Advisors

Roseman Wealth Advisors Financial Planning / Wealth Management / Retirement Plan Consulting Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC.

Roseman Wealth Advisors is an East Texas financial planning / wealth management firm committed to developing trust-based relationships with clients, providing prudent and practical financial advice, while inspiring people to live abundant lives focused on serving others. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Roseman Wealth Advisors is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures


This profile is published for residents of the United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. For more information about the financial services industry, please visit:
www.finra.org
www.sipc.org

Our 2027 Summer Internship Applications Are Closing THIS FRIDAY!Don’t miss your chance to join us at Roseman Wealth Advi...
10/07/2026

Our 2027 Summer Internship Applications Are Closing THIS FRIDAY!

Don’t miss your chance to join us at Roseman Wealth Advisors this summer! Applications are open through Friday, October 9, so be sure to submit your application or send any questions to Chandler at [email protected] by the end of the day Friday.

This is a great opportunity to gain real-world experience in the financial planning and wealth management industry, learn from a team of experienced professionals, and see what it’s like to build meaningful relationships with clients.

Applications close Friday, October 9!

We had the opportunity to serve dinner at Boathouse Ministry in Tyler this week! We’re thankful for the chance to spend ...
09/25/2026

We had the opportunity to serve dinner at Boathouse Ministry in Tyler this week! We’re thankful for the chance to spend time with and support a ministry that is making a meaningful impact in the lives of people throughout our community.

Boathouse is doing incredible work to create a place where college students and young adults can find community, encouragement, and hope. We’re grateful to have been a small part of what they’re doing!

09/24/2026

Changes in interest rates can create uncertainty, but a shift in Fed policy doesn’t affect every part of the economy, or every investor, in the same way.

Our partner and Chief Investment Officer of Kestra Investment Management, Kara Murphy, CFA, helps put the latest Fed decision into perspective. She walks through what’s driving it, where higher rates may have the greatest impact, and what investors should be watching from here. Take a look:

We had a great time hitting the lanes at the Junior Achievement of Tyler Bowl-A-Thon! Clayton, Alan, and Marshall repres...
09/22/2026

We had a great time hitting the lanes at the Junior Achievement of Tyler Bowl-A-Thon! Clayton, Alan, and Marshall represented RWA and had a blast supporting such a great organization.

We’re so thankful to be part of such a wonderful community and for opportunities to come together and support the organizations making a difference here in Tyler!

We had a great time at the UT Tyler Career Expo yesterday! It was so much fun connecting with students and sharing more ...
09/18/2026

We had a great time at the UT Tyler Career Expo yesterday! It was so much fun connecting with students and sharing more about our Summer 2027 Internship Program!

We’re excited to share a little more about what the next few months will look like:

Applications: Open now through October 9
Interviews: Throughout October
Decision: By Thanksgiving

If you’re interested in being considered for the internship program or have any questions, reach out to Chandler at [email protected].

09/16/2026

Not all valleys are created equal… some can save you on taxes.

In this week’s Word of the Week video, Alan dives into Tax Valleys! He explains what they are, why they happen, and how recognizing these opportunities can play an important role in thoughtful tax and financial planning.

09/11/2026

Did someone say Sequence of Returns Risk? In this Word of the Week video, Clayton dives into what it means, why it matters, and how it can impact your retirement.

We had a great time participating in the Tyler Young Life Clay Shoot!Our team was grateful for the opportunity to get ou...
09/01/2026

We had a great time participating in the Tyler Young Life Clay Shoot!

Our team was grateful for the opportunity to get out and support an incredible organization that is making a difference in the lives of young people in our community. Thank you, Tyler Young Life, for hosting such a great event!

Getting to celebrate and support the incredible work of ministries in Tyler is one of our favorite things about being pa...
08/28/2026

Getting to celebrate and support the incredible work of ministries in Tyler is one of our favorite things about being part of this community!

We were so thankful for the opportunity to attend The Fostering Collective’s banquet and hear more about the amazing ways they are making a different in East Texas.

We are grateful for organizations like The Fostering Collective and all they do to serve East Texas! To learn more about their mission and how you can get involved, visit their website: https://thefosteringcollective.org/

Happy Back-To-School!We know back-to-school season can be exciting, but it can also bring a little stress—especially whe...
08/26/2026

Happy Back-To-School!

We know back-to-school season can be exciting, but it can also bring a little stress—especially when you start adding up the costs. From school supplies and new lunch boxes to packed lunches every day, those expenses can add up quickly, and this year, many families are feeling that even more.

It’s a good reminder that budgeting and cash flow planning matter at every stage of life and at every income level. Having a plan for both the expected and unexpected expenses can help take some of the pressure off and give you greater confidence in how you’re using your resources.

At its heart, budgeting is about more than numbers. It’s about stewardship—being intentional with what we’ve been entrusted with and making sure our resources support what matters most.

As a new school year begins, we hope you’re able to embrace the excitement, enjoy the little moments, and make some great memories along the way.

Wishing all of the students, teachers, and families in our community a wonderful year filled with growth, learning, and plenty of reasons to celebrate! 📚✏️🍎

Address

3300 South Broadway, Suite 102
Tyler, TX
75701

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Roseman Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Roseman Wealth Advisors:

Shortcuts

Featured

Share

Category