About Us

Joseph Roberts Sr.Joseph P. Roberts, CLU, ChFC, Founding Partner

Joe graduated Cum Laude from Boston College in 1962 and is a member of Alpha Sigma Nu, the Jesuit National Honor Society. Joe founded Roberts Financial in Wellesley, Massachusetts in 1966. Joe holds Chartered Life Underwiter (CLU) and Chartered Financial Consultant (ChFC) designations with The American College in Bryn Mawr Pennsylvania. Joe is a Life Member of The Million Dollar Round Table awarded by The National Association of Life Underwriters, and a Hall of Fame Member of Allianz Life, of Minneapolis, Minnesota. Joe is a licensed insurance broker in the Commonwealth of Massachusetts and many other states.


Joseph P Roberts Jr.Joseph P. Roberts, Jr., CLU, Managing Partner

As Managing Partner, Joe leads the strategic direction of the organization, managing client services, business development and operations. Since joining the firm in 1988, Joe has led its progression from an insurance brokerage into a wealth management organization, serving generations of clients exclusively with specialist professional partners from the financial services field.

Joe is equally dedicated to serving local communities through Sports Based Youth Development. After graduating from The Boston University School of Management, where he captained the baseball team and recognized as a Greater Boston Collegiate League All Star, Joe founded Terriers Sports. Over the past twenty-five years, Terriers has provided thousands of local children a variety of great experiences through programs designed to let kids relax and enjoy a blend of free play and team sports. A Coaching and Leadership Development program provides over 100 middle and high school student coaches with meaningful learning experiences each year.

Joe has served The Wellesley Little League Baseball program since 1989 as a coach, member of The Board of Directors and President. In 2007, Joe completed a multi-year effort to build brick dugouts and install lights at Wellesley’s Reidy Field. Upon completion, The Wellesley Townsman named Joe to "The Townsman 10" in honor of his years of contributions to the local community.

In 2014, Joe channeled his coaching experiences to create Community Investors, a non-profit organization dedicated to improving the physical and mental health and wellness of children through After School Sports Based Youth Development. In just five semesters, over three hundred middle school students have enjoyed flag football, soccer, basketball and dodgeball. Community Investors also served as Fiscal Agent for The Wellesley Field Fund, a public-private partnership to renovate the Wellesley High School Track & Field.

Latest News

Financial and Economic Brief - November 5, 2019

• Consumer Confidence “Dips” - U.S. consumer confidence fell slightly in October to 125.9 from a September reading of 126.3 as worries over business conditions and employment prospects rose.

• Gannett and New Media Investment Group - Gannett reported its third-quarter earnings noting a continued decline in overall revenue but pointed to an increase in its marketing services & digital subscriptions.

• U.S.-China Trade Optimism - Technology stocks pushed the three main indexes to record highs, as hopes of a U.S.-China trade deal and an improving domestic economy raised risk appetite.

Financial and Economic Brief - October 8, 2019

• Unemployment Rate Falls - Unemployment hit a 50-yr. low in September even though nonfarm payrolls rose by just 136,000 as the economy nears full employment.

• Impeachment and the Stock Market - The launch of an impeachment inquiry into President Trump tosses another wild card into a volatile stock market.

• Trade Talks Underway - U.S. & Chinese deputy trade negotiators launched a new round of talks on Monday aimed at resolving the 15-mo. trade war, with neither side showing any signs of giving ground.

Financial and Economic Brief - September 4, 2019

• Recent Jobless Claims Fall - Initial claims for state unemployment benefits dropped to 209,000 for the week ended August 17, 2019, falling sharply from the week before.

• Brexit Crisis Still Uncertain - British lawmakers will try to stop Boris Johnson from pursuing what they cast as a “calamitous no-deal Brexit”.

• New Wave of Tariffs in Trade War - The new tariffs are a sharp escalation in the trade war, and could cost U.S. households $800 a year.

Financial and Economic Brief - August 6, 2019

• Economy is Steady - The economy added 164,000 nonfarm payrolls in July, as expected. Wages rose 0.3% in July, or 3.2% year over year.

• Yuan Falls - The yuan fell 1.4% which breached the key 7-per-dollar level for the first time since 2008.

• HSBC CEO Out - HSBC chief John Flint is stepping down after less than two years on the job.

Financial and Economic Brief - July 3, 2019

• Stocks Steady amid Threatened Tariffs - Stocks were steady today after the U.S. threatened a new wave of tariffs on European goods, dulling recent optimism surrounding the U.S.-China trade truce.

• GE in Decline - GE's (GE) stock decline, down by nearly two-thirds since the end of 2016, has knocked the company down to the 59th most valuable in the S&P 500.

• OPEC, Allies Extend Supply Cut - OPEC and its allies agreed to extend oil output cuts until 3/20, seeking to prop up the price of crude as the global economy weakens and U.S. production soars.

Financial and Economic Brief - June 4, 2019

• U.S. Stock Market Futures Fall - U.S. stock index futures fell Monday, after the China and U.S. trade relationship “intensified” over the weekend.

• U.S. Inflation Ticks Up - U.S. consumer prices increased in April, which could support the Fed’s contention that recent low inflation readings were temporary and allow the Fed to keep interest rates unchanged for a while.

• Factory Activity Slows - An escalating trade war between the U.S. and China raised fears of a global economic downturn and put pressure on policymakers to roll out more stimulus.

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