Roxbury Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$162,383,000
Clients
239
Advisors
2
of 3 employees
About
Roxbury Financial advises individual clients — including high-net-worth households — and institutional clients such as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and non‑discretionary ERISA Section 3(21) consulting for qualified retirement plans.
Its investment process emphasizes a tactical allocation strategy informed by fundamental and cyclical analysis and implements a mix of long- and short-term trading. Roxbury may employ margin (borrowing) and option strategies (including covered options) in separately managed accounts and constructs portfolios from a broad range of instruments, at times including partnership interests such as oil and gas investments, while using cash positions as potential hedges.
Roxbury’s explicit use of borrowing and derivatives within client accounts is a notable departure from most peers in this supported-firm category. The firm also combines that trading flexibility with plan‑sponsor services — assisting with investment policy statements and QDIA selection — and maintains written policies addressing standing letters of authorization and potential conflicts when its advisors also offer insurance products.
Client services
Expertise
Fee options
$0 - $500,000: 2.00% $500,000 - $2,000,000: 1.75% $2,000,000 - $5,000,000: 1.50% $5,000,000+: 1.25%
Fee-only: Fixed fees for financial planning services based on estimated hours multiplied by $400/hour, up to a maximum of $40,000. Fees are negotiable and billed either upon completion or quarterly.
Main office
200 Valley Road, Suite 205
Mount Arlington NJ 07856
Advisors at this office
2
Most active in
Florida · New Hampshire · New Jersey · New York · Pennsylvania · South Carolina · Virginia
Also doing business as
Roxbury Financial · Roxbury Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jonathan L
CFP®, Series 66
Mount Arlington, NJ
Roxbury Financial
Jonathan Le Var is a CFP® professional with 16 years of industry experience. He has worked at Roxbury Financial since 2018 and previously at Advisory Services Network, LLC and Edward Jones. He is also licensed as an insurance agent and offers insurance products on a limited basis. Roxbury Financial serves individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, and incorporates margin and option strategies in separately managed accounts, while also providing plan-sponsor consulting services.
Heather L
CFP®, Series 63, Series 66
Mount Arlington, NJ
Roxbury Financial
Heather Le Var is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Roxbury Financial since 2024. Prior to joining Roxbury, she worked at Advisory Services Network, LLC from 2021 to 2024 and Edward Jones from 2015 to 2021. Roxbury Financial advises both individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, with portfolio management that includes margin and option strategies, as well as diversified instruments like partnership interests and hedging with cash positions.
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