Your Partner in ROTH Conversion Planning

Who We Are

Roth Genius is a ROTH conversion education and referral service. We help consumers understand their ROTH conversion options in plain language, then connect them with licensed, vetted financial advisors who can build a strategy around their specific situation. We're not a financial advisory firm ourselves — we're the bridge that gets the right conversation started.

Why We Exist

Most people encounter ROTH conversion information in one of two forms: a generic calculator with no follow-up, or an advisor pitch with no education first. Roth Genius was built to close that gap — give people clarity on their options, then put them in front of a licensed professional who can act on it.

Who We Work With

We support two groups: consumers exploring whether a ROTH conversion makes sense for their retirement plan, who want a clear starting point and a trustworthy introduction to a licensed advisor — and financial advisors who want qualified, pre-educated ROTH conversion leads instead of cold prospects (see our For Advisors page for details).

Our Standards

Every advisor referral is vetted for licensing and good standing. We don't provide personal, financial, or investment advice ourselves — that's the job of the licensed advisor we connect you with. Our role is education and qualified introductions.