A complete list of active advisors currently associated with Roxbury Financial

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

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.

To learn more about the advisors currently working at Roxbury Financial, 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.