Published April 4th, 2026
Feeling overwhelmed or skeptical about financial advisors is something I encounter often, and I get it. Money is personal, and trusting someone with it isn't easy. That's why understanding what a fiduciary wealth advisor really is - and isn't - can make all the difference.
Published April 1st, 2026
I get it - starting out with do-it-yourself investing or using robo-advisors feels empowering. For many mid-career professionals juggling and stressing over work, family, and other priorities, the appeal is clear: easy access, low fees, and the evident satisfaction of steering your own financial ship.
Published March 31st, 2026
Retirement account rollovers might sound like financial mumbo jumbo, but at their core, they're simply about moving your money from one retirement account to another. Whether you're changing jobs or inching closer to retirement, understanding these moves is key to your savings.
Welcome to Roxell Wealth, where I simplify your financial life and help connect your money with your goals. With over 40 years of experience, I bring calm, clarity, and honest guidance to every conversation.
Most meetings are online, with in person options when helpful. Take a look around and see how I can help you move toward genuine financial peace.
I lead with heart, keep my word, and measure success by your financial peace. If that approach speaks to you, I invite you to learn more about my background and values.Over those decades, I saw how much stress and confusion people carry around finances.
I created Roxell Wealth so clients could have one caring, fiduciary advisor who truly knows their story and puts their interests first.
Comprehensive financial planning that brings cash flow, debt, saving, and investing into one honest, practical roadmap.
Retirement income strategies, social security choices, and account withdrawals designed to help your money reliably support life.