Roadstead Capital Partners

Roadstead Capital Partners is an independent fiduciary advisory firm based in Charleston, SC. We specialize in financial planning and investment management for individuals and families, and retirement plan consulting for corporate, nonprofit, and public sector plan sponsors. Our mission is to provide conflict-free, relationship-based advice that empowers clients—whether building personal wealth, running a business, or stewarding a retirement plan. Our team of five experienced advisors—Josh, Jeff, Austin, Fred, and Matthew—proudly serves families and institutions across the Southeast. What We Do: ⚓️ Financial Planning & Investment Management We help individuals and families grow and protect wealth through personalized plans and goal-based investment strategies. ⚓️ Cash Management & Wealth Optimization Custom strategies for budgeting, saving, debt reduction, and tax-efficient investing—bringing clarity to financial decisions. ⚓️ Fiduciary Retirement Plan Consulting We advise businesses and institutions on 401(k), 403(b), and 457 plans. As fiduciaries, we support plan design, vendor oversight, investments, and participant education. ⚓️ Entrepreneurial & Family Office Advisory Coordinated, long-term planning for business owners and multigenerational families—from succession to legacy. Why Clients Choose Roadstead: ⚓️ Independent & Conflict-Free ⚓️ Fiduciaries in Every Relationship ⚓️ Direct Access to Experienced Advisors ⚓️ Scalable, Disciplined Process ⚓️ Education-Focused Engagement 📍 250 Mathis Ferry Rd, Ste 200 | Mt. Pleasant, SC 29464 📞 843-789-4256 📧 info@roadsteadcp.com 🌐 www.roadsteadcp.com (Visit for additional disclosures) Registered representatives offer securities and advisory services through Osaic Wealth, Inc. member FINRA/SIPC and registered investment advisor. They also offer insurance services through Roadstead Capital Partners, not affiliated with Osaic Wealth, Inc. For additional disclosures please visit www.roadsteadcp.com