Roxbury Financial LLC
Overview
Roxbury Financial LLC is a fee-based fiduciary investment adviser headquartered in Mount Arlington, New Jersey. The firm focuses on delivering personalized financial planning and investment advisory services for individuals and high-net-worth clients. Founded by a team of CERTIFIED FINANCIAL PLANNER™ professionals, it employs three staff members as of 2025 and helps clients with retirement planning, wealth creation, and investment management through a tailored, process-driven approach. Roxbury Financial LLC employs a client-centric, fee-based fiduciary approach. The firm creates custom investment strategies by assessing each client's risk tolerance, investment time horizon, and financial objectives. Roxbury Financial primarily serves individuals and high-net-worth individuals, building diversified portfolios across equities and ETFs. The firm's investment philosophy centers on responsible stewardship and maintaining strong relationships with employees and customers. Roxbury Financial provides business owners with an infusion of entrepreneurial talent, a continuation of their legacy, and a commitment to sustainable growth and long-term success.
Investment Focus
- High-net-worth individuals
- Individuals seeking personalized financial planning
- Clients interested in retirement planning and wealth creation
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Frequently asked questions about Roxbury Financial LLC
What sectors does Roxbury Financial LLC invest in?
Roxbury Financial LLC invests in Financial Services, and is based in New Jersey, United States. Roxbury Financial LLC is listed as a other in the ConnectSafely investor database.
What stage does Roxbury Financial LLC invest at?
Roxbury Financial LLC backs companies at Growth, Late Stage and Pre-IPO.
Which regions does Roxbury Financial LLC invest in?
Roxbury Financial LLC invests across United States.
Last updated · Source: ConnectSafely investor database
