# Roach Investment

- **Website:** <https://roachinvestments.com>
- **Primary alias:** `roachinvestments.com`

## Description

Roach Investment Services is an independent investment advisory firm serving private clients in the San Francisco Bay Area since 2005. Founded by Paul Roach, a Certified Financial Planner professional who has worked as an investment adviser since 1998, the firm helps individuals and families plan for their financial futures and manage their investments.

Its services include customized financial planning, action plans, and ongoing investment management. Financial plans are designed to help clients work toward investment, retirement, and other personal financial goals, while professional portfolio management aims to support long-term wealth creation. The firm emphasizes a personal, trust-based relationship, taking time to understand each client’s priorities and broader goals.

Roach Investment Services describes its approach as ethical, unbiased, and focused on clients’ interests. As a fee-only firm, it does not charge sales commissions, and its independent structure allows it to recommend investments suited to clients’ needs. Based in San Mateo, California, the firm offers prospective clients a complimentary consultation.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_
- 💰 Investing _(under Finance)_

## Links

- [facebook](https://facebook.com/Roach-Investment-Services-209923665750028)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idomZVtJgt/w/180/h/180/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793501467920)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idomZVtJgt/w/1000/h/1000/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793501468241)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Regal Blue | #033e68 | accent |
| Black | #000000 | dark |
| Raw Sienna | #cd8951 | light |

## Fonts

- Raleway — asset _(google)_
- Open Sans — asset _(google)_

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_Source: <https://brandfetch.com/roachinvestments.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._