Roche Financial Partners LLC

Overview

Roche Financial Partners LLC is an independent Registered Investment Adviser focused on serving individual and family clients, along with small businesses. The firm provides financial planning and discretionary portfolio management and charges clients through a mix of assets-under-management fees, hourly billing and fixed fees. Its filings identify the firm as owner-operated and not a capital allocator; it does not list ESG investing as an active focus. Investment activity centers on pooled public vehicles and managed accounts rather than direct-stock concentrated strategies. The adviser’s client base is relatively compact, enabling a hands-on planning and portfolio management approach tailored to high-net-worth individuals and families. Advisory services emphasize standard financial planning and portfolio oversight rather than institutional pension consulting or multi-state advisory programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices