Roadmap Wealth Management is a registered investment advisor (RIA) that operates as a fiduciary, meaning they are legally obligated to act in their clients' best interests. The firm provides comprehensive, personalized financial planning services, including investment management, retirement planning, tax strategies, and specialized advice on equity compensation (stock options, RSUs). Founded by Ben Wacek, the firm focuses on creating a clear financial "roadmap" for clients, primarily within the technology sector, to help them achieve their long-term financial goals.

Founded in

United States