Our Story
Roloff Retirement Solutions, Inc. was founded by Ryan R. Roloff on August 31, 2011, out of a desire to provide clients with a more personal, attentive approach to financial planning. After nearly 15 years working with major firms such as Dean Witter, Charles Schwab, Morgan Stanley, Bank of America, and Merrill Lynch across Madison, Wisconsin; Phoenix, Arizona; and Fresno, California, Ryan recognized a need for a firm that could combine the investment capabilities of Wall Street with the personal touch of a locally owned business.
Ryan’s vision was simple: help clients of all stages—not just those with established wealth, but also their children and grandchildren—achieve long-term financial security. He wanted to create a firm where relationships mattered, advice was tailored, and clients felt heard and supported throughout every stage of life.
In September 2017, the company was renamed Roloff Retirement Solutions, Inc. to reflect its focus on helping individuals and families plan for and navigate retirement with confidence. Over the years, the firm has grown in scope and expertise, but it has never lost sight of the principles Ryan set from day one: integrity, transparency, and putting clients first.
At Roloff Retirement Solutions, our team works collaboratively to provide comprehensive wealth management services, including investment strategy, retirement planning, Social Security and Medicare guidance, and tax and estate planning. We take the time to understand each client’s unique goals and craft a plan that balances long-term growth with peace of mind.
While the firm has grown, it remains rooted in the values of a small, community-focused business. Ryan and the team continue to prioritize personal connections, community involvement, and education, ensuring every client feels supported in making informed financial decisions.
At our core, Roloff Retirement Solutions exists to guide families toward financial confidence, helping them protect what they’ve built, grow what matters, and prepare for the future with clarity and assurance.
My Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.