Dale Roo

Ernest Dale Roo is the Founder and CEO of EDR Investment Advisors, where he works with retirees, business owners, and families across the country to help them navigate retirement planning, asset protection, and long-term financial confidence.

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With decades of experience as both a business owner and investment advisor, Ernest brings a practical, relationship-focused perspective to financial planning. Since entering the industry in 1998, he has remained committed to helping clients make informed decisions centered around stability, trust, and personalized guidance rather than unnecessary risk.

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Based in Montana, Dale understands the values that matter most to many of his clients: hard work, honesty, and protecting what has been built over a lifetime. In addition to his advisory practice, he has also managed a successful family tire and automotive business, giving him firsthand insight into the challenges business owners face when planning for retirement, succession, taxes, and wealth preservation.

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Dale’s approach begins with listening. He believes meaningful financial planning starts by understanding each client’s goals, concerns, and personal story before recommending strategies or solutions. His consultative process is designed to help clients feel heard, educated, and confident in the decisions they make for their future.

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Many of the individuals and families Dale serves are seeking more than investment performance alone. They are looking for an advisor who prioritizes asset protection, tax-efficient planning, retirement income strategies, and long-term relationships built on transparency and trust..