We are thrilled to announce that R.W. Rogé & Company, Inc. has been recognized as one of America’s Top RIAs 2024 by Financial Advisor Magazine. This prestigious honor highlights our unwavering commitment to our clients’ best interests and our dedication to providing exceptional, fee-only financial planning and investment management services. Being named among the nation’s top Registered Investment Advisors (RIAs) is a testament to the hard work and expertise of our entire team, and we are grateful to our family of clients for their continued trust and partnership.
At R.W. Rogé & Company, Inc., we believe in a team-based approach that ensures our clients benefit from the collective knowledge and experience of our advisors. This recognition reinforces our mission to deliver personalized, client-centered advice, and we look forward to continuing to help our clients Plan, Achieve, and Live® the life they desire. Thank you for being part of our journey and for allowing us to serve you with the highest standards of integrity and excellence.
To view the 2024 RIA Survey and Ranking from Financial Advisor Magazine, click here.
We would love to show you how our dedicated team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals can provide personalized guidance tailored to your unique needs. Contact us today to schedule a complimentary discovery call at 631-218-0077 or info@rwroge.com, or simply click here to get started.
R.W. Rogé & Company, Inc. is an independent, 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.