A complete list of active advisors currently associated with Roslund, John Cabell

Warmer can help you find a great advisor at Roslund, John Cabell or one who fits your needs even better.

The firm serves individual clients and trusts, offering comprehensive and segmented financial planning as well as ongoing investment management focused on mutual funds, ETFs, individual stocks and bonds. It operates as a single-advisor practice with a small client base and manages about $44.4 million in client assets. Investment advice is tailored to each client’s time horizon, risk tolerance and financial situation, using asset-allocation, periodic rebalancing and research tools such as Morningstar and Value Line. The firm manages client accounts on a primarily non-discretionary basis and typically contacts clients before placing trades, with formal account reviews and performance reporting provided quarterly. What is distinctive about the practice is its predominantly non-discretionary model — a less common arrangement among independent advisors — combined with standalone financial-planning engagements that terminate on delivery unless ongoing services are contracted. The firm also leverages institutional custody and support services from a major custodian while maintaining a solo, hands-on advisory structure.

To learn more about the advisors currently working at Roslund, John Cabell, 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.