Steven Rogé

MBA, CFP®, AIF®

R.W. Rogé & Company, Inc.

Chief Investment Officer

Contact Me

Steven Rogé

MBA, CFP®, AIF®

R.W. Rogé & Company, Inc.

Chief Investment Officer

We use a team approach which leverages our financial professional’s personal views and unique experiences to develop solutions for our clients from different perspectives. Our clients benefit from the advice, expertise, and knowledge of our entire advisory team instead of just one person. - Steven Rogé, MBA, CFP®, AIF®

Contact Me

631-218-0077

Website

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 young
professionals as well as families with children. Whether you are saving to purchase your first home,
thinking about a debt-free college education for your children, or just need help articulating your
short-term and long-term goals, our team of experienced Certified Financial Planners® can help you
create a financial road map so that you can achieve your dreams.

Steven Rogé is a recognized fee-only financial planner, with offices in Massachusetts, Florida and New York, serving clients in 17 states. As Chief Investment Officer, he provides research and analysis of securities, and the design of risk adjusted portfolios. He conducts extensive, hands-on research, while continuously refining The ResearchEdge®, a proprietary research methodology. Steven also serves on the firm’s Research and Investment Management Committee and is responsible for the oversight of the firm’s operations and management, as well as business development and client relations.

Steven earned a Master’s Degree in Business Administration from Babson College’s F.W. Olin Graduate School of Business as well as a Bachelor of Science degree in finance and economics from Bryant University. 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®.

Along with being quoted and interviewed in various publications, Steven is the co-author of “The Banker and the Fisherman – Lessons in Life, Wealth and Happiness in the 21st Century.”

Steven is married with two children and runs the R.W. Rogé & Company, Inc. Beverly, MA office.

Steven 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.

  1. We will always put our clients’ best interests first.
  2. We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  3. We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
  4. We will avoid all conflicts of interest.
  5. 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.

Specialties

  • Wealth Management
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment and Portfolio Management
  • Estate Planning
  • Education Planning and Funding
  • Risk Management
  • Budgeting Income, Expenses and Savings
  • 401(k) Rollovers
  • Tax Planning
  • Legacy Planning

Ideal Clients

  • Retirees and Near Retirees
  • Professionals
  • Business Owners and Executives
  • Families
  • Couples
  • LGBTQ+ Community
  • Individuals
  • Needs Unique to Women
  • Widows and Widowers
  • Sudden Money Situations
  • Corporate Buyouts
  • Mergers and Acquisitions

Working Together

  • 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

  • National Association of Personal Financial Advisors (NAPFA)
    Steven Rogé 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.

  • Certified Financial Planner (CFP)
    Steven 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.

  • Accredited Investment Fiduciary®
    Steven Rogé is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

Contact Steven Rogé

631-218-0077

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Office Locations:

  • 900 Cummings Center
    Suite 321-T
    Beverly, MA 01915

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