Our mission is simple – to help you Plan, Achieve, and Live® the life you desire.
In all of our services, we seek to treat others as we would have them treat us.
When every decision is based on a clear understanding and belief in what we do, and when we couple this conviction with sound financial planning, we achieve success.
For more information or to schedule a complimentary discover call, please contact us at 631.218.0077 or send us an e-mail at email@example.com.
You can also send us a message by clicking here.
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. Ron’s legacy and principles will forever be engrained in the way we do business.
Our Plan, Achieve, Live® process is a proven, time-tested, proprietary methodology that can not only help you achieve your goals but also provide you and your family with valuable assistance during the challenges life throws your way.
Our comprehensive financial plan includes:
You can expect unbiased advice, because we are both a fiduciary, by law, and a fee-only firm. Most importantly, you can expect expert advice on planning your future, whether you have already accumulated significant wealth, or are just starting to build assets for the future.
We understand that managing wealth is dynamic, ongoing, and a very personal experience. You are the only person who knows what you want your future to look like, but we can help you articulate a clear vision by eliminating the complexities involved and empowering you to make informed, intelligent decisions surrounding your finances.
Here’s what you can expect with our detailed, Plan, Achieve, Live® process:
This process creates a strong foundation for data-backed, fact-based decisions and in many cases, life-long relationships with our clients.
|January 2023||R.W. Rogé & Company, Inc. Voted Best Financial Advisor on Long Island||Bethpage Best of L.I.|
|May 2021||R.W. Rogé & Company, Inc. was featured in the 2021 Financial Advisor Guide for Physicians||Medical Economics|
|June 2020||R.W. Rogé & Company, Inc. Named One of the Top Advisory Firms by Investor.com||Investor.com|
|August 1, 2019||Chairman & CEO Ronald W. Rogé named One of Investopedia 100 Top Financial Advisors of 2019||Investopedia|
|November 25, 2017||R.W. Rogé & Company, Inc. named one of the 2017 Best Financial Advisors for Doctors||Medical Economics|
|November 25, 2016||R.W. Rogé & Company, Inc. named one of the 2016 Best Financial Advisors for Doctors||Medical Economics Magazine|
|June 2016||Named one of the 2016 Best Financial Advisors for Dentists||Dental Products Report|
|December 2015||Named One Of the 2015 Top Financial Advisors on Long Island.||Long Island Business News|
|December 2015||Received the 2015 Client Loyalty Award. |
We have 40 clients who have been with us for more than 20 years, and we were rated 4.4 out of 5 for overall client satisfation*
|Long Island Business News|
|November 2015||Chairman & CEO Ronald W. Rogé named One Of the 2015 Who's Who in Banking, Wealth Management.||Long Island Business News (VOL. 62, NO. 48)|
|September 2015||Managing Director Rosanne Rogé was a guest speaker on a panel titled, Real World Planning Challenges (and Solutions) for Client Longevity.||The Insiders Forum|
|July 2015||Managing Director Rosanne Rogé was featured in the Senior Spirit Newsletter.||Certified Senior Advisors (CSA) (July Issue)|
|July 2015||Managing Director Rosanne Rogé was a guest speaker on Your Money, with host Kent Smetters, where she discussed the highly specialized field of Financial Gerontology, as well as various issues that affect the aging population and their families.||Sirius XM Business Radio, powered by the Wharton School|
|June 2015||Chairman & CEO Ronald W. Rogé was a guest speaker on Your Money, with host Kent Smetters, where he discussed financial planning for business owners.||Sirius XM Business Radio, powered by the Wharton School|
|June 2015||Named One Of the 2015 Best Financial Advisors for Dentists.||Dental Products Report|
|May 2015||Chairman & CEO Ronald W. Rogé was quoted in, 101 Ways to Build Wealth.||Money Magazine|
|November 2014||Managing Director Rosanne Rogé was named one of the Best Financial Advisors for Doctors||Medical Economics Magazine|
|September 2013||Managing Director Rosanne Rogé was named one of Long Island's Top 50 Most Influential Women in Business.||Long Island Business News|
|July 2011||Managing Director Rosanne Rogé was recognized as one of the 50 Most Influential Women in Wealth Management.||AdvisorOne Magazine|
|May 2010||Managing Director Rosanne Rogé was named one of the 50 Most Influential Women in Wealth Management.||Wealth Manager Magazine|
|September 2009||Chairman & CEO Ronald W. Rogé was selected as a member to the Forbes Intelligent Investor Team.||Forbes|
|September 2009||Named One Of the 150 Best Financial Advisors for Doctors.||Medical Economics Magazine|
|May 2009||Managing Director Rosanne Rogé was named one of the 50 Most Influential Women in Wealth Management.||Wealth Manager Magazine|
|May 2008||Managing Director Rosanne Rogé was recognized as one of the 25 Most Influential People In and Around the Financial Services Profession.||Investment Advisor Magazine|
|October 2006||Chairman & CEO Ronald W. Rogé chosen as one of America's Top Financial Planners.||Guide to America's Top Financial Planners|
|May 2006||Chairman & CEO Ronald W. Rogé named One Of the 25 Most Influential People in and Around the Financial Services Profession.||Investment Advisor Magazine|
|2005||Awarded citation for dedicated community involvement.||New York State Assembly|
|July/August 2005||Named One Of Bloomberg's Top Wealth Managers.||Bloomberg Wealth Manager Magazine|
|1994-2004||Named One Of the Nation's 100 Most Exclusive Wealth Advisors, 10 years in a row.||Robb Report Worth Magazine|
|1993-1996||Chairman & CEO Ronald W. Rogé is a member of the National Association of Personal Financial Advisors (NAPFA), and served on NAPFA's National Board of Directors for 3 consecutive years.||NAPFA|
|December 2004||Featured Financial Advisor in 5-Star Investor-Morningstar's Guide to Building a Winning Fund Portfolio.||Morningstar|
|Chairman & CEO Ronald W. Rogé made appearances on Your Money, and CNN Headline News.||CNN|
|Chairman & CEO Ronald W. Rogé appeared on CNBC's Money Club.||CNBC|
R.W. Rogé & Company, Inc. and its colleagues have received the following recognitions:
On November 14, 2014, BrandSync Research conducted a Client Satisfaction Survey on behalf of R.W. Rogé & Company, Inc. The survey concluded that overall, clients are very satisfied with the services R.W. Rogé & Company, Inc. is providing. Average overall satisfaction was rated 4.44 out of 5.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.
At R.W. Rogé & Company, Inc. we believe in the importance of giving back to the community. Our team members are proud supporters of the following organizations. If you wish to join us in supporting these great causes, click on the logos below to visit their site and learn how you can contribute.