Austin Harley Email & Phone Number

WHAT I DO: My firm and I provide ERISA Fiduciary expertise; knowledge of investment and fiduciary best practices, a comprehensive, process driven service model, and investment monitoring and fiduciary governance programs for defined contribution plans for closely held Manufacturing and Technology companies. SERVICES I PROVIDE:-Employee Financial Education and Wellness -Investment Monitoring-Plan Design-Plan Benchmark Reporting-Investment Policy Statement Review-Fee-Only Registered Investment AdvisorWHAT MAKES US UNIQUE:We love thinking outside the box and providing value. That is why we host workshops for: budgeting, debt management, and emergency fund savings. We focus on working with small to mid sized companies based in the Southeast. With the support of the largest independent broker dealer in the country, with 4 locations across the US, a qualified team of plan experts, and over 500 back office support members, we have what it takes to provide you and your company the best expertise for success. Born and raised in Charleston, South Carolina. Studied and earned a bachelor degree in Business Administration at Clemson University. Upon graduating I moved back home to Charleston which is where I currently reside. I am a avid fisherman but love most of anything that has to do with the outdoors. Please feel free to reach out to me directly:austin@roadsteadcp.com______________________________________________Registered representatives offer securities and advisory services through Royal Alliance Associates, Inc., member FINRA/SIPC and registered investment advisor. They also offer insurance services through Roadstead Capital Partners, LLC., not affiliated with Royal Alliance Associates. This message and any attachments contain information which may be confidential and/or privileged, and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message.

Listed skills include Microsoft Office, Management, Leadership, Sales, and 2 others.