Roof Eidam & Maycock Associates is a San Francisco-based Registered Investment Adviser (RIA) that offers comprehensive financial planning and disciplined asset management services. With over $700 million in advisory assets under management, they provide personalized strategies to help clients pursue their life goals and build financial security. Their team of experienced partners, with a combined expertise of over 100 years in financial services, ensures that clients receive stellar client service and uphold the highest standards of professional ethics and integrity.
Roof Eidam & Maycock Associates' services encompass income and investment planning, retirement management, tax planning, estate planning, risk management, and other key elements of financial planning. They work closely with clients to analyze their unique circumstances and develop tailored strategies that balance immediate income needs with long-term asset accumulation goals. By aligning their interests with clients' interests, they strive to optimize portfolio returns while minimizing volatility. Additionally, they provide counsel in various areas of financial planning, including real estate, education, familial and legacy planning, to help clients achieve their broader life planning goals.
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