Financial planning
A written plan that brings your financial position, cash flow and goals together, with defined review meetings and practical next steps.
For individuals and couples
Roath Capital Advisory
Financial clarity,
connected to
your life.
Financial decisions should serve the life you want to lead. We start with what matters to you, then bring the financial parts into view.
Contact JackOur Florida investment-adviser application is pending.
For now, we welcome introductory inquiries.
Our approach
See the whole.
Give each part a purpose.
Good planning begins with understanding. Our approach connects your aims with your resources and responsibilities, so the next decision has a clear place in the bigger picture.
Begin with purpose
Make room for the life behind the numbers: what you value, who depends on you, and what you want to build.
Understand the present
Look at income, expenses, assets and obligations together. Understand how a decision in one area affects another.
Decide with the future in view
Give the next steps a clear purpose. Return to the plan as your circumstances change, within the scope you agree with us.
Planned services
A considered approach
to financial life.
Our intended services span personal planning, investment management and business strategy. Advisory services remain subject to effective registration and a written agreement.
Investment management
Portfolio advice connected to the purpose your capital serves, under a discretionary or non-discretionary arrangement agreed in writing.
For long-term financial aims
Business financial strategy
Financial strategy and management consulting for businesses, with a clearly defined scope. Consulting does not include advice concerning securities.
For business decisions and transitions
Meet the founder
Jack Roath
Founder & Managing Member
Start with what
your capital is for.
Jack founded Roath Capital Advisory to connect financial planning with the wider life it serves. His background includes work at Dimensional Fund Advisors and a finance co-op at State Street.
He studied finance at Northeastern University, with minors in psychology and economics. His approach begins with listening, understanding the whole picture, and making the next step clear.
View Jack’s professional recordAn introduction
Start with
a conversation.
Tell Jack a little about what brings you here. There is no need to have everything worked out before you get in touch.
jack@roathcapitaladvisory.com(914) 330-2714Delray Beach, FloridaWe are welcoming introductory inquiries while our Florida registration application is pending. An inquiry does not establish an advisory relationship.