HIGHROAD WEALTH ADVISORS, LLC

Overview

Highroad Wealth Advisors, LLC is an independent registered investment adviser that runs a fee-driven practice focused on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm positions itself around managed portfolios built primarily from pooled public funds and ETFs, with advisory services also extending to pension consulting for smaller plan sponsors. Its business model is percentage-of-assets under management and it operates as an owner-led LLC. The adviser does not flag itself as an active ESG investor and reports a single-custodian operating model that points to a centralized, technology-enabled custody relationship. Investment activity shows a clear preference for broad public market exposure delivered through mutual funds and ETFs. Discretionary mandates are the core of the business, and the firm’s public-asset holdings indicate a tilt toward passive core equity exposure, anchored by large index funds. Services are aimed at both high-net-worth individuals and institutional clients, with planning and ongoing portfolio oversight as the primary client deliverables.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices