A complete list of active advisors currently associated with Rogers Wealth Group, Inc.

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

Rogers Wealth Group, Inc. provides wealth management to high‑net‑worth individuals and institutional asset‑class investment management to a range of non‑individual clients, including retirement plans, trusts, charitable organizations, corporations and banks. The firm manages roughly $1.04 billion in client assets and delivers portfolio management and retirement plan services to both discretionary and limited‑management accounts. RWG implements portfolios built mainly from institutional‑share mutual funds and ETFs and documents client objectives in an Investment Policy Statement developed after an initial 90‑day discovery, evaluation and implementation process. The firm emphasizes global diversification, cost control (no‑load funds, low internal expenses), avoidance of market timing or stock picking, a tilt toward small capitalization and high book‑to‑market equities, and a fixed‑income focus on high credit quality and low effective duration. Noteworthy among peers, RWG includes banks in its client mix, a client type that is uncommon for similarly sized team advisors, and operates a retirement plan practice that uses collective investment vehicles such as the StarPath Funds. The brochure discloses that RWG serves as a sub‑advisor to those funds but allocates any sub‑advisor payments to plan accounts (or uses them to offset plan expenses) rather than retaining them, a practice intended to mitigate potential conflicts of interest.

To learn more about the advisors currently working at Rogers Wealth Group, 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.