Roxbury Financial LLC
Roxbury Financial LLC is a fee-based fiduciary investment adviser headquartered in Mount Arlington, New Jersey. The firm is focused on delivering personalized financial planning and investment advisory services for individuals and high-net-worth clients. Founded by a team of CERTIFIED FINANCIAL PLANNER™ professionals, it employs three staff members as of 2025 and helps clients with retirement planning, wealth creation, and investment management through a tailored, process-driven approach.
Investment Strategy
Roxbury Financial LLC employs a client-centric, fee-based fiduciary approach. The firm creates custom investment strategies by assessing each client's risk tolerance, investment time horizon, and financial objectives. Roxbury Financial primarily serves individuals and high-net-worth individuals, building diversified portfolios across equities and ETFs. Their philosophy emphasizes tailored financial planning and prudent, long-term investing, with a focus on transparency and acting in the client's best interest.
Top Holdings
Equity Positions (362)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.45% | $7.0M | 13,494 | $421.50 | $517.95 | +$273.9K |
F FBCG | FIDELITY BLUE CHIP GROWTH ETF | 4.23% | $4.6M | 85,284 | $45.92 | $53.66 | +$209.9K |
G GOOGL | ALPHABET INC CAP STK CL A | 4.04% | $4.4M | 18,020 | $189.30 | $243.10 | +$1.2M |
V V | VISA INC COM CL A | 3.28% | $3.6M | 10,405 | $316.04 | $341.38 | -$168.1K |
O ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 3.26% | $3.5M | 39,654 | $75.93 | $89.13 | +$352.9K |