Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
As independent financial consultants we make it our mission to offer innovative strategies that add value and clarity to your financial plan and improve your overall retirement readiness.
We are here to help you build a foundation for financial well-being across all facets of your financial life. Our singular goal as planners is to educate and empower our clients to take charge of their own financial future.
We apply personal financial planning concepts that allows our clients to pursue their goals by using plain language that is easy to understand. With similar clarity, we make our fee structure transparent to individuals and plan sponsors, breaking out our advisory fees line by line.
We don’t just work smarter, we work harder. Our energy and entrepreneurial approach comes through in all we do. You are unique and we choose to think outside the box finding customized solutions for your needs.
Jeff McDowell is a Managing Director of Roadstead Capital Partners, LLC* and its investment strategy team. Jeff is a registered CFP® (Certified Financial Planner) with more than 10 years of experience in the financial services industry which include working in estate management, trust administration, retirement planning, and portfolio modeling for high net worth individuals and families. He also has extensive experience managing investment and compliance considerations for ERISA-sponsored corporate retirement plans. Jeff’s career mission is to improve financial literacy across all generations, with a focus on the millennial generation; he uses education, as a key component of corporate retirement program consulting, to address this challenge.
Prior to joining Roadstead, Jeff held positions with Wells Fargo Private Bank where he specialized in trust and estate planning and with Wells Fargo Advisors where he consulted a select group of high net worth families on investment planning and portfolio management.
Jeff is a graduate of Clemson University where he received a B.S. in Corporate Financial Management. He holds his Series 7 and 66 securities licenses and is an Investment Advisor Representative with Royal Alliance Associates, Inc. When away from the office, Jeff enjoys golfing, traveling, cooking, volunteering with the First Tee Foundation and going to Clemson Football games. Jeff lives in West Ashley with his wife Rachel, his kids Aidan and Emilia and his dog Zoey.
Josh Wright is a Managing Director of Roadstead Capital Partners, LLC*. Josh has 10 years of experience working with corporate retirement plans, business owners, and those who have already retired. His number one priority is to offer unparalleled service to each of his clients. With a core focus around 401k consulting, he delivers a hands-on approach to participant education, transparent cost structure and typically significant savings. For plan sponsors, he dramatically grows plan participation, and helps increase employee deferrals.
Prior to joining Roadstead, Josh spent five years at Merrill Lynch where he specialized in retirement plan structuring and private banking for owners of closely held businesses. Josh has also previously served as a branch manager with First Citizens Bank & Trust where he oversaw all financial services and products for the bank’s clientele.
Josh is a graduate of Winthrop University where he received a B.S. in Finance and Economics. He holds his Series 7 and 66 securities licenses and is an Investment Advisor Representative with Royal Alliance Associates, Inc. Josh is a Certified Dave Ramsey Financial Coach and a licensed realtor. When away from the office, Josh enjoys tennis, golf, and traveling. Josh lives in West Ashley with his wife, Nicole, and cats Clover and Pepper.
Whether you are investing to build wealth, provide for your family, or preserve your assets for the next generation, our personalized service focuses on your needs, wants, and long-term goals.
Our team of financial professionals have years of experience in the wealth management industry. We can help you address the financial needs of today and to plan for the years ahead. We look forward to working with you.