A complete list of active advisors currently associated with Roadmap Wealth Management LLC

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

Roadmap Wealth Management provides discretionary wealth management and separate financial planning to individuals, business owners, retirement plans and trusts. The firm implements client plans primarily through no‑load mutual funds and exchange‑traded funds, with individual stocks and bonds used when appropriate, and charges asset‑based advisory fees and hourly financial planning fees. The firm develops a personalized "financial roadmap" for each client that sets risk tolerance, time horizon and target asset allocation, and then implements diversified portfolios it monitors on an ongoing basis. Reviews are scheduled at least annually (with in‑person meetings) and more frequently as needed; the firm relies on fund‑level analysis and Morningstar research, manages accounts on a discretionary basis, and does not aggregate trades when placing orders. Noteworthy features include a stated $500,000 minimum account requirement (subject to waiver), which tends to concentrate the client base toward larger portfolios, and the primary investment professional’s long tenure and CFP® and ChFC® credentials. The firm does not vote client proxies on clients’ behalf, does not participate in soft‑dollar or performance‑based arrangements, and conducts compliance and account reviews internally.

To learn more about the advisors currently working at Roadmap Wealth Management 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.