Our Heritage
Roundtree Financial: A Heritage And Commitment To Genuinely Caring
Roundtree Financial was built on a simple but enduring belief: financial planning is a long-term relationship, not a transaction.
Our roots trace back decades, grounded in a family firm where trust was earned over time, guidance was personal, and advice was shaped by a deep understanding of people—not just numbers. That foundation continues to define who we are today.
A Family Legacy of Stewardship
Roundtree Financial began as a family practice, founded by Dan Roundtree, whose career was shaped by a commitment to integrity, education, and service. His approach emphasized clarity, care, and responsibility—values that still guide our work.
While the firm has grown and evolved, its core philosophy remains unchanged: to serve families and individuals with thoughtful, objective advice that supports both present decisions and future generations.
We honor that legacy not by standing still, but by building upon it.
From One Generation to the Next
Today, Roundtree Financial is led by Kendyl Roundtree, representing the next generation of the firm—bringing advanced planning perspective, modern tools, and a broader, more integrated approach to wealth management.
Being raised in this profession shaped Kendyl’s understanding of what effective financial planning truly looks like:
- relationships built over years, not quarters
- plans designed to adapt across life stages
- coordination across investments, tax planning strategies, estate planning strategies, and risk management
- a responsibility to think beyond the individual to the family as a whole
Our work reflects that multigenerational perspective in everything we do.
A Boutique Firm, Intentionally
While much of the financial services industry has moved toward consolidation and scale, Roundtree Financial has remained intentionally boutique.
That choice allows us to:
- know our clients deeply
- collaborate closely with their advisors, CPAs, and attorneys
- design sophisticated strategies without one-size-fits-all constraints
- provide the continuity families value when planning across generations
We are always acting in our clients’ best interests, and committed to delivering long-term guidance rather than short-term solutions.
Built for Continuity
Clients come to Roundtree Financial for thoughtful guidance. They want to know that their plan, their family, and their legacy are supported by a firm built to endure.
Our heritage is not about a single person. It is about responsibility passed forward, standards upheld over time, and a commitment to serve clients with care today—and for generations to come.
Dan Roundtree, founder of Roundtree Financial is no longer affiliated with either Roundtree Financial or Equitable Advisors, LLC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.