Get started with personalized financial advice

Getting Started is as simple as:

  1. Scheduling an initial consultation - a brief meeting or call to see if working together makes sense.
  2. If we might be a good fit, we’ll schedule an additional meeting to dive deeper into your situation and learn more about your financial goals.
  3. From there, we’ll create a plan on how to work together.

Schedule your initial consultation today - We look forward to speaking with you!

Schedule Your Consultation

Advice to help you achieve what’s most important to you

One to one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

How to begin

1. Schedule your complimentary initial consultation

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If you're interested in learning more about how I can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, I can give you a new perspective and answer your unaddressed questions.

Request consultation

2. Prepare for your consultation

Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a specific life event or need prompt you to seek advice?
  • How are your investments performing in current market conditions?
  • What are you looking for from a financial advisor? What are you not receiving currently?
To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know me

Roman Moriarty, Associate Financial Advisor, Longview Financial Group, Ameriprise Financial

Roman Moriarty

Roman is an associate financial advisor with Longview Financial Group.

After graduating from Virginia Commonwealth University, Roman has spent his entire career working in the financial services industry in Charlotte, NC.

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Learn more about me


4. Meet with me

During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, the value I can provide, the costs associated if you decide to work with me and next steps.

View my services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online.

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I look forward to hearing from you

For more than 125 years, Ameriprise advisors like me have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

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Connect with me

Roman Moriarty may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.