Onroute Financial

Overview

Onroute Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works primarily with individuals and families, offering financial planning and portfolio management for individual investors and small businesses. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives