We are a fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts, and Naples, Florida office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary, since 1986.
For over three decades we have been a fee-only, fiduciary advisor, which means we always have and always will act in the best interest of our clients, all of the time. We have no financial relationship with anyone except our clients.
We are proud to commit ourselves to the five fiduciary principles.
A “fee-only” financial advisor who works in your best interest as a fiduciary.
The advice, expertise, and experience of an entire team of professional, Certified Financial Planners (CFP®)
A comprehensive financial plan and retirement planning strategy tailored to your unique needs.
Financial security and clarity in communicating your goals.
To eliminate complexities and be empowered to make informed, intelligent decisions about your money.
Support for your heirs and next generation of investors.
Financial planning is not just about the numbers. Our Plan, Achieve, Live® the process is a proven, time-tested, proprietary methodology that can not only help you achieve your goals, but can also provide you and your family with valuable assistance and peace of mind during the challenges life throws your way.
The future is your property; you need to care for it and direct it.
We continue to be very pleased with your work ethic, professionalism, and assistance over the years.
We have always had tremendous confidence in the manner in which R.W. Rogé has managed our portfolio for more than 20 years. Your compassion and knowledge have made life significantly less stressful for both of us. Thank you from the bottom of our hearts for all you have done for us.
I think that we have all been together for close to 20 years. Some ride! You kept me sane, protected me, and allowed my crazy life choices. I am forever thankful.