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Roosevelt Advisors

Our Goal is to Provide You With Financial Freedom

ethically sound retirement income

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Helping to Grow and Protect Family Wealth

with a goal of leaving a substantial financial legacy

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Building Relationships

through honesty, integrity and service

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  • Retirement Planning
  • Life Insurance
  • Legacy Planning
  • Social Security Maximization
Schedule a Meeting with David Fowler Schedule a Meeting with Mike Haralson
Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Roosevelt Advisors.

Roosevelt Advisors

Roosevelt Advisors provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Roosevelt Advisors is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

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Retirement Planning

Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth ...


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Life Insurance

The purpose of life insurance is to help provide a measure of financial well-being for your family and loved ones when you are no longer there. With the purchase of a well-planned life insurance policy, you can help ensure that your family and loved ones will be taken care of ...


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Legacy Planning

If you have worked with someone in the past, and you THINK your legacy is properly structured, it may not be. It’s likely that your situation has changed dramatically since you last examined this part of your financial picture, and it’s important to make sure your plan still reflects the legacy you want to leave behind ...


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Social Security Maximization

Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work. It’s most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in ...


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Our Locations

Texas Office
P: (956) 651-3458
E:  info@rooseveltadvisors.com
F: (888) 490-2937

Roosevelt Advisors
2709 Horizon Trail
Edinburg, TX 78541

Oregon Office
P: (503) 276-4826
E: david@rooseveltadvisors.com
F: (866) 642-7571

140 NW 23rd Ave, Suite 802

Rockaway Beach, OR 97136

Our Company

  • Home
  • About Us
  • Video Library
  • Seminars
  • Contact
  • Client Login
  • Get Your Risk Score

Our Services

  • Retirement Planning
  • Life Insurance
  • Legacy Planning
  • Social Security Maximization
  • Long-Term Care
  • Empowering Women
  • Generational Vault
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Roosevelt Advisors LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Insurance and Advisory services are offered by Roosevelt Advisors LLC, a Registered Investment Advisor in the States of Oregon, Washington, Texas and Arizona. Roosevelt Advisors LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Oregon, Washington, Texas and Arizona or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.