A complete list of active advisors currently associated with E. Roger Financial Group

Warmer can help you find a great advisor at E. Roger Financial Group or one who fits your needs even better.

E. Roger Financial Group advises individual investors, small business owners, employer-sponsored retirement plans and similar entities on financial planning, retirement and estate issues, and portfolio management. Services include subscription-based financial planning, model portfolio advisory, small-business retirement plan support, and brokerage placement for life and disability insurance products. The firm manages client portfolios using model asset allocations and a non-discretionary process in which recommendations are developed from a client’s financial plan and require client approval before trades are executed. Investment selection and planning rely on a mix of fundamental and technical analysis and use simulation models and scenario projections to evaluate retirement and goal outcomes; the firm charges asset-based advisory fees for ongoing management while offering separate subscription and hourly planning options. Noteworthy for a small, independent adviser, the firm presents hypothetical projections and scenario modeling as part of its planning work, offers insurance brokerage services that involve commission compensation, and structures most advisory accounts as non-discretionary — all features that are relatively uncommon among peers. It also provides periodic educational seminars and recurring webinars and markets low-cost subscription products (an individual “planning card” and a business planning card) to broaden access to financial and small-business planning, and maintains formal operational relationships with custodians and mutual fund providers to facilitate fee debiting and access to specific share classes.

To learn more about the advisors currently working at E. Roger Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.