High Road Financial, LLC
High Road Financial, LLC (CRD# 150061) is a financial advisory firm headquartered in Lakewood, CO. They manage $7,600,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts58ACCOUNTS
Average Account Value$131,034
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sarah Eschwig (CRD# 2561988) is an Investment Advisor Representative working at High Road Financial, LLC in Lakewood, CO and has over 16 years of experience in the finance industry. Sarah Eschwig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.