Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
A funny thing happens as you acquire wealth. You also acquire a lot of interest from financial people. But, have you ever wondered whose interest they really have at heart?
We see you as a person, not a portfolio. We believe your best interest is the priority, not a large firm's profitability or its stockholders. Independence allows us to do that. Our disciplined, needs-based process focuses on the planning necessary for the accumulation, preservation and transfer of wealth.
Welcome to Rogers Capital Management.
Our company believes that sound financial decisions should not be confusing. Our...