Road Maps Financial Group, LLC

Overview

Road Maps Financial Group, LLC is a small, owner-operated limited liability company that provides fee-based portfolio management primarily to individuals and families. The firm operates as a non-independent retail RIA and also performs insurance brokerage and law-firm activities. Its advisory services focus on managing portfolios for individuals and small businesses and on selecting outside managers, and the firm describes itself as a capital allocator that places client assets with third-party investment managers when appropriate. Compensation is charged as a percentage of assets under management. The firm is not positioned as an active ESG investor, does not present itself as a multi-state adviser, and is not a pension consultant or related adviser. Its business mix reflects the overlap between financial advice and insurance/legal services, which also explains the use of annuity products within client programs.

Assets & Accounts

Public Holdings

Investments & Alternatives