Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
3yrs
Elizabeth Roach
Financial advisor at Aerodigm Wealth
Elizabeth Roach has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Lake Oswego, Oregon. Elizabeth joined Aerodigm Wealth in 2023, a firm offering financial planning and investment management. Elizabeth holds the CFP® designation.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office5885 Meadows Road Suite 200, Lake Oswego, OR 97035
FirmAerodigm Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$5.83 million
Advisors at the firm7
States licensed ?1 state
Services through Aerodigm Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowAerodigm Wealth LLCCurrent firm
Contact Elizabeth
(503) 697-4118Aerodigm Wealth main office 5885 Meadows Road Suite 200Lake Oswego, OR 97035Office · Get directions Firm websitewww.delapwa.com
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Questions to ask Elizabeth
Tailored to Elizabeth’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Elizabeth
How do I contact Elizabeth?
Call Aerodigm Wealth at (503) 697-4118 and ask for Elizabeth Roach. Elizabeth works from the Lake Oswego, OR office.
How long has Elizabeth been a financial advisor?
Elizabeth has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Elizabeth hold?
Series 65. Tap any license on this page to see what it allows.
Is Elizabeth a fiduciary?
Elizabeth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Elizabeth paid?
Aerodigm Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Elizabeth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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