R.W. Rogé & Company, Inc.
Chairman and CEO
Helping clients Plan, Achieve, and Live® the life they want since 1986.
R.W. Rogé & Company, Inc. is a fee-only financial planning and wealth management firm serving
clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts,
and Naples, Florida office locations. The company was founded on a “client first” culture and proudly
commits to acting in the best interest of its clients as a fiduciary, since 1986.
Although we work with clients from all walks of life, we specialize in working closely with business
owners, established professionals, and entrepreneurs. As a professional, your time is extremely
valuable, and your idea of financial freedom tends to be unique. We help minimize complexities and
simplify the decision-making process so you can achieve your goals.
Ronald Rogé is a recognized fee-only financial planner, with offices in New York, Florida, and Massachusetts, serving clients in 17 states. As Chairman and CEO of R.W. Rogé & Company, Inc. he provides the team with big picture thinking, business and marketing strategies, investment strategies, industry research, economic outlooks and coaching on subjects that he believes will improve the value delivered to clients and employees. His overriding mission is to ensure that clients and employees achieve their goals.
Ron earned a Bachelor of Science degree from Long Island University and a Master of Science degree in Business Administration from NYU Polytechnic. He is a graduate of the College for Financial Planning in Denver, Colorado where he completed the CERTIFIED FINANCIAL PLANNERTM Professional Education Program and became certified by the Certified Financial Planners Board of Standards to use the professional certifications CFP® and CERTIFIED FINANCIAL PLANNER®. He is also a member of the National Association of Personal Financial Advisors (NAPFA), the national organization of fee-only planners, and served on NAPFA’s National Board of Directors from 1993-1996.
Along with being quoted and interviewed in various publications, Ron is the author of “The Banker and the Fisherman – Lessons in Life, Wealth and Happiness in the 21st Century.”
Ron is a native New Yorker with a passion for history, nature, travel, investing, and giving back to the community. R.W. Rogé & Company, Inc. and its team members are proud supporters of various local and global organizations. In addition, Ron and his wife, Rosanne Rogé, established the Ronald and Rosanne Rogé Breast Cancer Innovation Fund in 2017 to support pilot research projects at Stony Brook Cancer Center. The Fund is designed to give the Breast Cancer program’s leadership the ability and flexibility to develop and fast-track discoveries, translate seed funding into sustainable funding for researchers’ projects, and acquire cutting edge technology to further advance breast cancer research.
Ronald Rogé is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
With over 30 years in business as both a Fiduciary and a “Fee-Only” advisor, we always work in the best interest of our clients, and offer complete transparency of fees. We have no financial relationship with anyone except our clients. Through our comprehensive financial planning and portfolio management we help clients plan for the predictable, but also prepare them for life's unpredictable moments.
We are proud to commit ourselves to the five fiduciary principles.
- We will always put our clients’ best interests first.
- We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
- We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
- We will avoid all conflicts of interest.
- We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Wealth Management
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment and Portfolio Management
- Estate Planning
- Education Planning and Funding
- Tax Planning
- Legacy Planning
- Retirees and Near Retirees
- Business Owners and Executives
- LGBTQ+ Community
- Needs Unique to Women
- Widows and Widowers
- Sudden Money Situations
- Corporate Buyouts
- Mergers and Acquisitions
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- State of the art technology and advanced encrypted communication processes
Professional Designations & Affiliations
Ronald Roge is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Ronald Rogé is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Ronald Rogé
1 Corporate Drive
Bohemia, NY 11716