Roan Mountain Financial Group

Joe Peters has been a financial advisor for more than 25 years. He started his career at Merrill Lynch in 1998 and then moved to UBS Financial Services in 2012 before establishing a Cincinnati office with Northwest Asset Management in 2021.

Joe’s priority is to help his clients identify their long-term financial goals and develop a plan together to achieve them. He takes a disciplined approach to client investment portfolios, and he consistently reviews performance and makes adjustments when needed. Strategy, transparency, and investment discipline are central to Joe’s client-centered style.