Roxbury Financial Advisor Group A Member of Advisory Services Network, LLC
A Member of Advisory Services Network, LLC

Roxbury Financial Advisor Group

Fiduciary Financial Advisor at your doorstep. Please ask us why it matters.

 

Planning for wealth creation and successful financial outcomes

Headquartered in beautiful Succasunna in Morris County, New Jersey,  Roxbury Financial Advisor Group is a Fee-Only Fiduciary practice. We utilize an established process to plan for all of life's biggest financial events.  Whether you are thinking about retirement, planning for wealth creation, or investing for your future, we will help you put the plan together.

Our approach starts with learning about what is important to you.  Through a detailed discussion of your risk tolerance, investment time horizon and goals, we tailor a custom investment strategy and plan just for you.

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.

 

Contact

➤ LOCATION

79 Sunset Strip
Succasunna, NJ 07876

☎ CONTACT

info@roxburyfinancial.com
(973) 928-7181

 

Areas of Practice


Investment Selection

The world of investing is ever growing and evolving, and we’re not just talking about current trends. With the consistent introduction of varying strategies and products, the opportunity for profit grows, but so does the complexity. That’s where we come in.


planning

Whether you are working towards retirement, building your legacy, or desire to travel around the world, it is important to have a plan.  We have an established process for helping you reach your financial and life goals that starts with understanding what is important to you.  We create a customized strategy and investment lineup for every single client.  


Event-Driven investing

World and economic stability is constantly in flux.  As investors, we must adapt quickly.  Roxbury Financial strives to anticipate these changes so you can leverage these opportunities in order to reach your financial goals faster.
 


social security

When it comes to collecting social security, you have options.  Choosing when to take your benefit should not be done in a vacuum.  Whether you want to maximize your benefit or start collecting as soon as possible, we help you better understand your choices in order for your to make a more informed decision.


internet & TECHNOLOGY

The internet, software, and technology are so pervasive that we can’t remember having ever lived without them. Human creativity is constantly creating new technologies and areas of investment.  It is our job to go out and find those companies that will be the leaders of the next generation.


sudden wealth

Clients who receive a life-changing amount of money tend to pass through different emotional stages.  Whether you have received an inheritance, won the lottery, or settled a law-suit, we have experience helping you navigate the decisions and focus on the long-term.

 

 

 
 
Ask us why having a fee-only fiduciary advisor matters!
— Jonathan LeVar, AAMS®
 
 

 
 

Let's Chat.

Use the form below to contact us regarding your inquiry. Please be as detailed as possible and let us know how you heard about us.

For job opportunities, please email us your resume. We are currently looking for new and exceptional talent to lead our firm into the future.

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