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Roadstead Capital Partners is a privately held independent financial services practice with an emphasis on providing an unbiased approach to personal financial planning and corporate retirement plan consultation. Our mission is to provide unparalleled advice and service to you and build lasting relationships.
1. A sheltered area of water outside a harbor where vessels may lie at anchor to seek shelter from storms.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Roadstead Capital Partners was founded in 2009 to offer financial advisory services to families who were seeking an unbiased approach to building wealth for their family. Our goal is to put the client first and only offer products and services that fulfill a financial need.
Jeff and Josh joined forces in 2014 from Wells Fargo and Merrill Lynch to continue to grow a business that is truly independent in nature and free from conflict of interest that is often present in the larger multi-faceted financial institutions. Jeff holds his CFP designation and focuses on holistic financial planning for families. Josh holds the Dave Ramsey Master certification which he utilizes to provide financial plan education in the corporate retirement plan division of Roadstead.
As the second largest independent broker dealer in the country, Advisor Group has given us all the resources necessary to provide for our clients while remaining truly independent in nature.
Holistic Financial Planning
Treasury Notes Variable Annuity
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
firstname.lastname@example.org | (843) 789-4256