Your Family Office
Your Family Office
Family Office Services
Roundview professional advisors serve as the primary coordinator for each family’s multifaceted objectives. We customize each financial program to fit the unique needs of our clients.
Independent Advice
Roundview Capital does not sell products or receive commissions. Our fee-based compensation structure aligns the firm’s goals and interests with those of our clients.
Disciplined Investing
Roundview Capital manages client capital utilizing a research-driven, disciplined, and multifactored investment process that has been refined over time.
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Roundview Capital is an SEC-registered investment advisor located in Princeton, New Jersey. When the number of our clients in a state meets that state's registration requirements, Roundview Capital will notice file in that state. This website provides general information about Roundview Capital and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Please click here for additional Disclaimer and Regulatory Compliance Information.
Owls have long been symbols of wisdom and insight. They are uniquely gifted with outstanding vision because they are capable of fully rotating their heads and seeing in the dark. At Roundview Capital, we believe that each client benefits from our well-rounded team of professionals who have domain expertise in all core aspects of wealth management.