About Us
Retire with Peace of Mind
About Roadstead 401(k) Advisory
Based in Charleston, SC, our team brings together decades of experience across retirement plans and deferred compensation structures. This experience informs a steady, thoughtful approach centered on fiduciary awareness, regulatory precision, and the real-world impact retirement decisions have on organizations and their people.
Who We Serve
We partner with businesses of all sizes looking to offer competitive, compliant, and cost-effective 401(k) retirement plans. From small business owners to growing organizations, we help employers support their employees’ long-term financial goals with confidence.
Retirement Plan Sponsors
Individuals responsible for plan governance who value well-documented processes, consistent oversight, and sound decision-making.
Fiduciaries & HR Professionals
Teams tasked with navigating regulatory requirements and participant needs, looking for guidance that supports compliance, communication, and accountability.
Business Owners & Executives
Leaders seeking clarity and confidence in overseeing retirement plans while balancing growth, risk management, and organizational objectives.
Our Mission, Vision & Value
Our Mission
Our mission is to provide unparalleled advice and service to you and build lasting relationships.
Our Vision
To be a trusted 401(k) partner, delivering exceptional service and long-term retirement solutions for employers and their employees.
Our Value
We believe in integrity, transparency, and fiduciary responsibility. We provide clear guidance and reliable service to help employers and participants make confident retirement decisions.
Our Dedicated Team
Our team is built on experience, precision, and accountability. With decades of combined expertise in retirement and deferred compensation planning, we bring a disciplined, detail-driven approach to every engagement.
Josh Wright
Partner
Marty Cline
Administrative Assistant
Austin Harley
CPFA
Mindy Sherwood-Lewis
Employer Plan Consultant
Dennis Solberg
Employer Plan Consultant
Pete Hirsch
RP Supervisor
Fred Dutcher
Managing Director
Your Financial Future Starts Here
Plan smarter, invest confidently, and stay informed with expert guidance from Roadstead 401k Advisory. Whether you’re preparing for retirement, optimizing your savings strategy, or strengthening your company’s benefits offering we’re here to support every step.