Our Story

Long Island Fee Only Financial Planner

Our story begins in the summer of 1986, when Founder and CEO, Ronald W. Rogé took a leap of faith, leaving his secure position with NYNEX (New York Telephone) to pursue his passion of financial planning, and establishing R.W. Rogé & Company, Inc. The firm was one of only a handful of fee-only financial advisory firms in business at the time.

The 1990’s brought much success for R.W. Rogé & Company, Inc. Ron was recognized by Worth Magazine as one of the “60 Best Advisors in the Nation,” and elected to serve on the National Association of Personal Financial Advisors (NAPFA) Board of Directors for a three-year term. Prior to serving on the board, he chaired the NAPFA public relations committee — launching an aggressive campaign to educate the New York financial press about the many advantages of “fee-only” financial advice, establishing the term “fee-only” firmly in the minds of the trade and consumer press. Since then, according to ThinkAdvisor magazine, the financial services industry has never been the same.

Our rich history set the stage for the influential financial firm we are today, still helping clients as a fee-only, fiduciary firm. All our beliefs stem from Ron’s personal principles, and our values are rooted in what he instilled into the firm from the beginning, including a “client-first” philosophy, team approach, and a unique planning methodology. Whatever the future may hold for the firm, Ron’s legacy and principles will forever be engrained in the way we do business.

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