A complete list of active advisors currently associated with Rogers Financial Advisory Group, LLC

Warmer can help you find a great advisor at Rogers Financial Advisory Group, LLC or one who fits your needs even better.

Rogers Financial Advisory Group serves individual and business clients through a small advisory team, managing approximately $43 million across discretionary and nondiscretionary accounts. The firm offers portfolio management and comprehensive financial planning services, including modular planning options and management of variable annuity sub-accounts as part of client portfolios. The firm’s investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies, using risk-tolerance questionnaires and asset-allocation planning tools to construct portfolios. Rogers integrates third‑party model managers and platform tools (including SMA/UMA and model-portfolio programs) and provides both discretionary trading and limited non‑discretionary rebalancing depending on client agreements. Notable distinctions in the brochure include the firm’s dual role as investment-adviser representatives who are also registered representatives of a broker‑dealer and are licensed to sell insurance products, a combination that the document identifies as a potential conflict of interest. The firm also uses third‑party wrap and platform programs and offers an annual modular planning subscription option, features that are less common among similarly sized advisors.

To learn more about the advisors currently working at Rogers Financial Advisory Group, LLC, 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.