About Us

Guiding Your Financial Future with

Expertise, Integrity, and Personalized Solutions.

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Watch Who We Are Full Video

Our History

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Since our founding in 2009 by JoePat Roop, Belmont Capital Advisors has grown as an independent firm with solutions ranging from wealth management to retirement planning. In many ways, working with individual investors truly reflects the heart of our firm. This is because we are an organization built on relationships – close, long-term relationships cemented over generations by a spirit of trust, integrity, and transparency. It is also because, like you, we are investors ourselves. We share your aspirations for safeguarding, enhancing, and passing on a legacy of financial security built over a lifetime of hard work.


Our Belmont and Charlotte financial advisors share the values that have built Belmont Capital Advisors. They appreciate that our name is not merely a brand. It is a living legacy that represents a commitment to delivering excellence to our clients. They recognize that entrusting your wealth to an investment firm is one of the most difficult and important decisions you will make. As investors ourselves, we understand this. As investment professionals, we are dedicated to ensuring that your faith in Belmont Capital Advisors is rewarded year after year, from generation to generation.

Our Philosophy

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At Belmont Capital, we believe in meeting people where they are. We start by listening — really listening — because understanding your story matters. We take time to explain things clearly, so you feel confident, not confused. We bring our experience and knowledge to the table, not to impress, but to help you make the best financial decisions for your life and your retirement. And as members of this community, we’re committed to making a difference — one family, one future at a time.

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