ROXBURY FINANCIAL
SEC RegisteredAbout the firm
Roxbury Financial, LLC is a Fee-Based Fiduciary practice headquartered in Mount Arlington, Morris County, New Jersey. The firm utilizes an established process to plan for all of life's biggest financial events, tailoring custom investment strategies and plans based on each client's risk tolerance, investment time horizon, and goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based fiduciary financial planning and investment advisory services, including retirement planning, wealth creation planning, and custom investment strategy development
Who they serve
Individuals thinking about retirement, planning for wealth creation, or investing for their future
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 187 | $52M |
| High Net Worth Individuals | 52 | $111M |
| Charitable Organizations | 6 | $18M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 2.00% |
| Next $1,500,000 | 1.75% |
| Next $3,000,000 | 1.50% |
| Over $5,000,000 | 1.25% |
Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ROXBURY FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.