WHICHARD ROACH FINANCIAL

Overview

Whichard Roach Financial is a small, independent wealth advisory firm that focuses on portfolio management for individuals, families and small businesses while also acting as an insurance broker. The firm operates as a capital allocator and uses a mix of discretionary portfolio management and selection of third‑party advisers to implement client strategies. Its stated fee model includes a percentage of AUM plus other fee arrangements. Investment activity is weighted toward public equities, with managers and allocations oriented around exchange‑traded instruments, supplemented by mutual funds and third‑party alternative managers in real estate. The firm does not identify as an active ESG investor and reports a single‑state footprint rather than a multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices