Retirement Roadmap Financial Planning

Overview

Retirement Roadmap Financial Planning is a small, independent RIA focused on individualized financial planning and portfolio management for individuals and families. The firm operates under an hourly and fixed-fee model for advisory work, and manages discretionary portfolios for a concentrated client base. Investment activity is tilted strongly toward listed equities and exchange-traded instruments, and the firm identifies itself as an active ESG investor — indicating environmental, social and governance considerations are woven into portfolio construction and manager selection. The adviser’s business model centers on planning-led relationships: financial plans and ongoing portfolio oversight are the primary client services. That structure suggests investment decisions are made to align with retirement and cash-flow objectives rather than large institutional mandates. Custody and trading are routed mainly through a single custodian, which supports centralized portfolio implementation and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices