Business Details
40 Years
experience
Your Trusted Partner for Financial Planning Solutions
R.W. Roge & Company is a fee-only financial advisory and wealth management firm founded in 1986. We specialize in personalized financial planning, investment management, and retirement planning for individuals and families. Our client-first culture is rooted in fiduciary principles, ensuring we always act in your best interest. With offices in Long Island, New York, and Beverly, Massachusetts, we serve clients locally and nationwide. Our proprietary Plan, Achieve, Live methodology provides comprehensive strategies tailored to unique financial goals.We prioritize transparency, ethical standards, and long-term relationships, supported by a team of certified professionals. Recognized for excellence, weve received accolades from Financial Advisor Magazine and local publications. Our commitment to community and industry leadership underscores our dedication to client success.
Services
Financial Planning
Wealth Management
Retirement Planning
Estate Planning
Investment Management
Risk Management
401(k) Rollovers
Tax Strategies
Budgeting Services
Concentrated Stock Solutions
Details
- Year established: 1986
Highlights and features
- We have over 30 years of experience in personalized financial planning.
- Our team includes certified experts like CFP and CFA professionals.
- We operate with full transparency and no hidden fees.
- We offer a proprietary Plan, Achieve, Live methodology for holistic planning.
- Weve received industry recognitions, including Top RIA by Financial Advisor Magazine.
What people say
Outstanding financial management
Terrific relationship
Genuine concern
Professionalism, expertise
Positive experience
Services
Financial Planning
Our financial planning service creates tailored strategies to navigate lifes financial decisions. We analyze cash flow, risk tolerance, and goals to build actionable roadmaps. Clients benefit from ongoing adjustments aligned with evolving needs.
Wealth Management
Wealth management integrates investment oversight with holistic financial strategies. We optimize asset allocation, tax efficiency, and estate considerations. This service ensures cohesive growth and preservation of intergenerational wealth.
Retirement Planning
Retirement planning focuses on building and managing nest eggs through diversified portfolios. We address tax implications, income streams, and longevity risks. Clients gain confidence in sustainable post-career financial security.
Estate Planning
Estate planning safeguards asset distribution and minimizes legal complexities. We coordinate wills, trusts, and tax strategies. This service ensures clients wishes are honored while protecting beneficiaries.
Investment Management
Investment management tailors portfolios to individual risk profiles and objectives. We employ evidence-based strategies and continuous monitoring. Clients receive disciplined, diversified approaches to achieve long-term growth targets.
People
Ronald W. Rog
Founder
Ronald W. Rog founded the firm in 1986 after a career in telecommunications. Recognized nationally for fiduciary leadership, he champions client-first principles and innovative financial planning methodologies.
Steven M. Rog
Chief Investment Officer & CEO
Steven M. Rog leads investment strategies with CFP and CFA credentials. He focuses on portfolio optimization and fiduciary best practices, ensuring alignment with client goals and market dynamics.
Susan Rog
Chief Compliance Officer
Susan Rog oversees regulatory adherence and client trust protocols. Her FPQP certification underscores her commitment to ethical standards and operational integrity within wealth management.
Christine M. Parisi
Senior Wealth Advisor
Christine M. Parisi, a CFP professional, specializes in comprehensive financial strategies. She emphasizes client education and personalized solutions, fostering long-term financial confidence and stability.
Christopher M. Kehoe
Wealth Advisor
Christopher M. Kehoe combines CFA expertise with practical investment insights. He drives research initiatives and portfolio management, prioritizing risk-adjusted returns and client-centric outcomes.
Questions
What services does R.W. Roge & Company & Company offer?
We provide financial planning, investment management, retirement strategies, estate planning, and specialized solutions for concentrated stock positions and 401(k) rollovers.
Are you a fiduciary financial advisor?
Yes, we are legally and ethically bound as fiduciaries to prioritize client interests, operating under fee-only, conflict-free practices.
How do you charge for services?
We use transparent fee-only pricing based on assets under management, ensuring no commissions or hidden costs.
Do you work with clients outside Long Island?
Yes, we serve clients nationwide through virtual consultations and personalized digital tools.
What is your investment approach?
We employ evidence-based, diversified strategies tailored to individual goals, emphasizing risk management and long-term growth.
How can I schedule a consultation?
Contact us at (631) 218-0077 or via our website to arrange a complimentary discovery call with a CFP professional.
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