Dan Webb, Financial Advisor with Solid Rock Financial Partners, LLC

Dan Webb, Financial Advisor with Solid Rock Financial Partners, LLC Co-founder, Financial Advisor at Solid Rock Financial Partners LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Daniel Webb, co-founder of Solid Rock Financial Partners, LLC, is a fiduciary and seasoned advisor specializing in comprehensive financial planning for business owners. His expertise and dedication to client success are key as we grow our practice and expand our services.

4419 Pheasant Ridge Rd. Suite 301
Roanoke, VA 24014
540-892-0138

I offer a variety of products that can help you meet a numbe

r of financial and insurance needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Solid Rock Financial Partners LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Solid Rock Financial Partners LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. My CA License number is #4248318.

06/09/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

We're growing our team and actively looking for motivated individuals to join our practice!If you, or someone you know, ...
06/05/2026

We're growing our team and actively looking for motivated individuals to join our practice!

If you, or someone you know, are interested in building a career in financial services with comprehensive training, hands-on mentorship, and long-term growth opportunities, we'd love to connect.

Check out our job posting below and feel free to share it with anyone who may be a great fit!

Posted 4:10:46 PM. Company DescriptionSolid Rock Financial Partners, LLC is a reliable partner specializing in…See this and similar jobs on LinkedIn.

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05/21/2026

Private markets are now accessible by retail investors, but is it a good thing? Jeremy Held of Bow River Capital joins host Lauren Goodwin to discuss the democratization of alternative asset classes, the associated risks, potential opportunities, and how investors can consider these dynamics for their portfolio.
https://bit.ly/4nGMNeZ

05/13/2026

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mo...
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Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mortgage makes sense in 2026.

With mortgage rates still elevated, taking over a seller’s existing home loan could lower monthly payments — if the numbers work.

Money doesn’t come with a roadmap, but your goals still need directions.That’s where a financial advisor helps. Not just...
03/31/2026

Money doesn’t come with a roadmap, but your goals still need directions.

That’s where a financial advisor helps. Not just with investments, but with real-life planning: protecting what matters most, building confidence, and creating a clear path forward. Because wealth isn’t just what you earn. It’s what you plan for.

Ready to turn intentions into action? Let’s talk about your next step.

https://bit.ly/4tospRE

Address

4419 Pheasant Ridge Road Suite 301
Roanoke, VA
24015

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15408920138

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