A complete list of active advisors currently associated with Roffman Miller Associates Inc
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Roffman Miller serves individual and high-net-worth clients as well as retirement plans, trusts, estates, charitable organizations and corporations, generally working with accounts at or above a $1,000,000 minimum while making exceptions in certain situations. The firm offers discretionary portfolio management alongside financial planning, occasional client educational seminars, and rollover guidance for retirement accounts. The firm’s investment work is team-oriented: an Investment Committee meets regularly and emphasizes long-term objectives, diversification and fundamental security selection, including ongoing research and direct engagement with company management. Portfolios are typically built from individual stocks and bonds (with mutual funds and ETFs used selectively), equity accounts commonly holding 30–50 names, and fixed-income strategies that use laddering and position sizing to manage interest-rate and credit risk; legacy or client-directed holdings can be retained when appropriate. Distinctive features include managing over $3 billion in assets with a compact advisory staff and a formal Investment Committee that jointly oversees portfolios, supported by a high concentration of professional credentials (CFA, CFP, ChFC, CDFA, RICP and MBAs) across the team. The firm also maintains a longstanding, institutional custodial relationship with a national custodian and participates in that custodian’s advisor referral and service programs, which provides operational support to the firm while posing potential conflicts related to custodial recommendations.
To learn more about the advisors currently working at Roffman Miller Associates Inc, 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.
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