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1 Cool Blow Street,
As independent financial consultants we make it our mission to offer innovative strategies that add value and clarity to your financial plan and could help 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 parter 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 partner 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, his baby girl, Harper, and cats Clover and Pepper.
Fred’s core focus as a member of Roadstead Capital Partners, LLC is advising on corporate retirement plan business. He has held many different roles in his 35 years of experience working solely in the retirement plan industry. Fred acts in the role of plan fiduciary with his clients; his focus is solely on the best interest of his clients and their employees, whether that is in the form of participant guidance, portfolio construction, plan fees, or ERISA compliance. Before joining Roadstead, Fred has worked with some of the retirement plan industry's premier providers. Starting at T. Rowe Price immediately out of college in their retirement plan group, to working with New York Life, Diversified Investment Advisors, and locally South State Retirement Plan Services (aka American Pensions). Through this diverse experience, he has garnered expertise in all facets of the industry including plan administration, ERISA compliance, investments, and acting in a fiduciary capacity. This extensive background and having an unbiased approach to plan providers and portfolio construction results in his clients having optimal outcomes. Fred graduated from Frostburg State University with a B.S. in Finance. He currently holds his series 65 and is an Investment Advisor Representative of Royal Alliance Associates, Inc. Fred and his wife of 35 years have raised two successful children and are now proud grandparents. As empty-nesters, this allows them time to hike, kayak, travel, and explore as much of the world as possible. Fred is also a proud supporter of his wife's breast cancer survivor Dragonboat team. Fred and his wife Debbie live on Edisto Island with their three dogs and one cat.
Austin Harley is a Managing Director of Roadstead Capital Partners, LLC . As a Charleston Native Austin’s primary focus is to serve local business owners within the community by providing a second to none client experience fostered by trust, transparency, and dedication. Being a previous business owner Austin understands the unique challenge’s business owners face on a daily basis. By using a holistic approach to financial planning Austin and his team are able to coach and serve clients in varying capacities such as investment strategy and management, retirement planning, and portfolio modeling.
Prior to joining Roadstead, he held a financial representative role at Northwestern Mutual where he specialized in insurance planning for families and business’s. Austin has also been the owner of Riptide Roots Charleston LLC where he combined his love for the water with a guided charter service and tour guide service to those seeking to experience Charleston’s fishery and beauty from the water.
Austin is a graduate of Clemson University where he studied Business Management and Economics. He holds his series 7 and 66 Securities licenses and is a investment advisor with Royal Alliance Associates, Inc. When away from the office, Austin enjoys fishing, travelling, fitness, and great food. Austin lives on James Island with his dog Bella.
Helping individuals achieve their financial goals and working with them to attain their dreams provides Marty with the inspiration and motivation she needs when assisting clients. Her role with Roadstead Capital Partners is to assist clients throughout the onboarding phase and provide continual administrative assistance when necessary. In addition to assisting Roadstead Capital Partners, she plays an integral role with Cline Financial Partners, an Office of Supervisory Jurisdiction with Royal Alliance & Associates.
She is a graduate of Kent State University and holds a bachelor’s degree in business administration. She is Series 7 and 66 licensed. Marty began her career outside of the financial services business. She was an Account Executive for the Columbus Dispatch newspaper in Columbus, Oh. and served in that role for over 12 years. As a lifelong equestrian, she then left the newspaper industry and took ownership of a 25 stall equestrian center in order to spend more time at home with her young family. In 2005, after moving back to NE Ohio, she met her husband, Jerry, and began a career as Director of Business Development for his Broker Dealer and has remained in the financial services industry ever since. She and Jerry and their two dogs live on Lake Keowee in SC. She still loves horses, enjoys golfing, hiking, taking photos of the natural beauty surrounding Upstate South Carolina and playing her newest obsession - Pickle Ball.
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.