Road Maps Financial Group, LLC

Overview

Road Maps Financial Group, LLC operates as a small, individually owned LLC that serves primarily individual and family clients. The firm charges fees as a percentage of assets under management and describes its advisory work as portfolio management for individuals and small businesses, along with selecting outside advisers when appropriate. It also performs insurance-broker and law-firm activities, indicating a hybrid of financial advice and insurance/legal services in its client offering. The firm identifies as a capital allocator but does not self-describe as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices