What makes R2 Vision Different?

Vision-First Planning
We start with what matters to you — not just your net worth. Your financial plan should reflect your lifestyle, your goals, and your next chapter.

Personalized & Fee-Based
We offer fee-based financial planning that’s objective and built around your needs — not product quotas or commissions.

Transparent, Continued Partnership
We don’t disappear after the first meeting. Our relationship continues through regular reviews, plan updates, and continued support as your life evolves.

Designed for the Affluent & Emerging Affluent
We specialize in helping high-income professionals, business owners, and emerging wealth-builders gain control, confidence, and clarity.

Backed by Experience & Credentials
Led by Ray Roach, a licensed Financial Advisor with WMCP® and FSCP® designations, FINRA Series 7, Series 66, Series 63, Series 6, Life, and Health Licenses supported by Eagle Strategies LLC and NYLIFE Securities, your planning is grounded in real expertise.