A complete list of active advisors currently associated with Roach Investment Services

Warmer can help you find a great advisor at Roach Investment Services or one who fits your needs even better.

Roach Investment Services provides investment management and financial planning to individuals, families, high‑net‑worth clients, trusts and estates, and small businesses, and it also advises pension and profit‑sharing plans. Services include ongoing discretionary management of equity and income portfolios and modular or comprehensive financial planning covering retirement, estate, insurance, education, tax, and investment needs. The firm builds customized asset allocations and implements strategies that include fundamental security analysis, periodic rebalancing, and phased deployments of cash to try to take advantage of market pullbacks, using both individual securities and managed products. Accounts are reviewed on a regular schedule with annual client reviews conducted in person, by phone, or via video, and the firm recommends Fidelity as the primary custodian for client assets. Compared with many independent advisers, Roach’s client mix includes business and retirement‑plan clients as well as households, and the firm provides written financial plans and periodic performance reporting for larger accounts. The brochure also documents formal personal‑trading controls, a code of ethics aligned with FPA/CFP Board standards, and a block‑trading policy intended to allocate executions at average pricing to participating clients.

To learn more about the advisors currently working at Roach Investment Services, 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.