R.W. Roge

At R.W. Roge & Company, Inc., we are committed to helping you plan, achieve, and live the life you want. Since 1986, we have been an independent, fee-only financial planning and investment management firm, serving clients locally and virtually across the country. Our offices are located in Long Island, New York, Beverly, Massachusetts, and Naples, Florida. We are proud to have a "client first" culture and commit to acting in your best interest as a fiduciary.

Our Services

We offer a range of services designed to help you achieve your financial goals. These include financial planning, wealth management, 401(k) held-away asset management, and services tailored to your lifestyle. Our comprehensive financial plans and retirement planning strategies are tailored to your unique needs, providing financial security and clarity in communicating your goals. We also offer support for your heirs, next generation of investors, and philanthropic legacy.

Meet Our Team

Our team of Certified Financial Planners (CFP) includes Philip Brucato, Michelle Herbst, Kelley Muhsemann, Christine M. Parisi, Ronald W. Roge, Rosanne Roge, Steven M. Roge, Susan Roge, and Darlene Walsh. Each member of our team is dedicated to providing you with the best possible service and expertise.

Client Compliments

We have received numerous compliments from our clients over the years. Jerry and Laura say, "We continue to be very pleased with your work ethic, professionalism, and assistance over the years." Arthur and Margaret add, "Your compassion and knowledge have made life significantly less stressful for both of us." And Roberta notes, "I can now enjoy my advancing years securely and confidently. I also have appreciated the concern and interest the team has continuously shown me."