A complete list of active advisors currently associated with Roche Financial Partners LLC

Warmer can help you find a great advisor at Roche Financial Partners LLC or one who fits your needs even better.

Roche Financial Partners provides continuous financial oversight and discretionary investment management to individual clients and their families, operating as a fee‑only fiduciary with roughly $71.8 million in discretionary assets under management. The firm offers ongoing financial planning and implementation through customized engagements, including fixed annual “financial advocate” arrangements and asset‑based investment management. The firm’s investment process emphasizes diversified, tax‑aware asset allocation built from a Roche universe of up to 25 global asset classes and strategic allocation models using Modern Portfolio Theory, implemented primarily with low‑cost index funds and periodic rebalancing. Portfolios are personalized rather than placed in wrap programs, monitored daily, and can incorporate client‑imposed restrictions. Distinctive practices include the use of derivatives in separately managed accounts to implement exposures or manage risk, a capability that is uncommon among peers. Roche also maintains documented personal‑trading controls — including a 30‑day blackout around firm rebalancing with quarterly compliance testing — and uses block trading when possible to seek execution efficiencies.

To learn more about the advisors currently working at Roche Financial Partners 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.