DEDICATED TEAM

At Roxbury Financial Advisor Group, we understand the importance of reaching all of your life's goals, not just your financial ones.  Whether you want to save for retirement, purchase your vacation home, or leave a legacy for your family, we recommend an all-inclusive approach.  We want to make sure we partner with your CPA's, Attorney's and other trusted professionals to ensure that you have a dedicated team that is working together for your future.

Jonathan LeVar, CFP®, MBA

Heather LeVar, CFP®

OUR APPROACH

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. Roxbury Financial Advisor Group utilizes an established process to plan for 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.

FREE CONSULTATION

We at Roxbury Financial Advisor Group know that finding the right advisor is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs and the scope of your goal in order to determine if we are a good fit for each other.