A complete list of active advisors currently associated with HighRoad Wealth Advisors, LLC

Warmer can help you find a great advisor at HighRoad Wealth Advisors, LLC or one who fits your needs even better.

HighRoad Wealth Advisors provides discretionary asset management to individuals, high‑net‑worth clients, and businesses, and also serves as a 3(38) investment manager for qualified retirement plans. The firm reports about $188.5 million in discretionary assets under management and documents client goals in individualized investment profiles, often providing financial planning (wills, estate, taxes, retirement, etc.) at no additional charge. Portfolios are constructed using asset allocation and Modern Portfolio Theory principles, with HighRoad given discretionary authority to implement trades and conduct quarterly account reviews that include rebalancing and tax‑loss harvesting opportunities. The firm requires use of a specific custodian (Altruist Corp.), allows clients to impose written investment restrictions, and creates investment policy statements to guide ongoing management. Noteworthy features relative to peers include that the firm was founded in 2013 but only began offering advisory services in 2024 and now manages near‑$190 million with three advisors, an uncommon scale for a recently established advisory practice. The firm’s principals have outside business activities — a commercial real estate rental company — and certain advisors have insurance licenses and may receive external compensation; these relationships, along with the firm’s practice of leaving proxy voting to clients, are disclosed and managed through firm policies.

To learn more about the advisors currently working at HighRoad Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jason Finnigan	Coos Bay, OR	28
Jayden Frank	Coos Bay, OR	1
Joshua Snoddy	Coos Bay, OR	18

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