About Carey S. Roebuck Financial Services, LLC
Carey S. Roebuck Financial Services, LLC is a renowned financial advisory firm that provides expert financial advice to clients in a wide range of industries. Founded by experienced financial expert, Carey S. Roebuck, the firm has gained a reputation of trust and excellence through its personalized services and commitment to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to each client’s unique needs and goals.
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning.
- Helps clients navigate through complex financial decisions and overcome financial challenges.
- Empowers clients to make informed decisions through financial education and guidance.
Facts and Insights
With over 15 years of experience in the financial industry, Carey S. Roebuck has a deep understanding of market trends and a keen eye for identifying opportunities for growth. As the founder and lead advisor of Carey S. Roebuck Financial Services, LLC, she uses her knowledge and expertise to help clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million (based on public data) | 5 (as reported on their website) | 15 years |
Financial Services Offered
Carey S. Roebuck Financial Services, LLC offers a comprehensive range of financial services to address the diverse needs of their clients. This includes:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
- Business succession planning
Client Types
Carey S. Roebuck Financial Services, LLC serves a variety of clients, including individuals, families, business owners, and professionals. No matter the client’s financial situation or goals, the firm is committed to providing personalized and effective solutions.
Fees & Compensation
As a fee-only financial advisory firm, Carey S. Roebuck Financial Services, LLC charges a percentage of assets under management. This ensures complete transparency and aligns the firm’s interests with those of their clients. The firm also provides a clear breakdown of their fees and compensation structure to clients before any services are rendered.
Background
Carey S. Roebuck is a highly qualified financial advisor with over 15 years of experience in the industry. She holds a Bachelor’s degree in Finance and Economics from a top university and has earned several prestigious certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. With her extensive knowledge and experience, she has helped numerous clients achieve financial success and build a secure future.
Financial Advisor Disclosures to Know
As a registered investment advisor, Carey S. Roebuck Financial Services, LLC adheres to the highest ethical standards and must disclose any potential conflicts of interest or disciplinary actions. Clients can find this information in the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.