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About Us

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

At Roundtree Financial, we cater to business owners, professionals, and affluent families whose financial situations have become complex and time consuming.

Our financial planning services can help you pinpoint your most important financial objectives.  After we identify these objectives, we will assist you in prioritizing them based on their importance to you, your family, and your business.  As your financial advisors, we will then evaluate your present financial arrangements with regard to their capacity towards achieving your objectives.  Throughout this process we will provide you with all the information, help, and analysis necessary for you to make informed decisions.

Our approach to financial planning is unparalleled in that we strive to create a living and workable strategy unique to your needs and concerns.  Our objective is not to identify one particular strategy, but to clearly outline your strategic options in the scope of an integrated approach to benefit you today and in the future.  Often there is not one strategy.  Knowing the advantages and disadvantages of each is critical to your decision making.  We work closely with each of our clients to identify and evaluate the appropriate range of alternatives so that each client can make informed and timely decisions regarding each of the financial strategies under consideration.

Our goal is to keep you informed during the financial planning process so that you are in a position to make sound and justified decisions regarding your financial well-being.  Our ultimate objective is to become the guardian of your objectives.

Results are the reason for financial planning in the first place.  So, in addition to the financial plan itself we can assist you in implementing and coordinating each of the strategies you select.

The work we do, however, does not replace the need for your CPA or attorney.  In fact, we strongly believe that checks and balances are an integral part of any successful financial plan.  As a result, it is our intention to work with your other advisors as a team player, a team committed towards your financial success.

We seek to function as a member of your "Advisory Team”, to include your attorney, accountant, and perhaps other professionals.  Each member brings unique expertise and perspective to the team as well as shared knowledge.  The result is a system for “second opinions” as well as synergy in identifying financial planning opportunities.  You benefit through greater assurance that all possible opportunities for accomplishing your financial objectives have been explored and appropriate strategies selected and implemented.