Ronald Roge (BS, CFP®, MS)

Ronald Roge focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Ronald W. Roge is a nationally recognized fee only wealth manager. He is founder, Chairman & CEO of R. W. Roge & Company, Inc., a U.S. Securities and Exchange Commission registered investment advisory firm organized in 1986. He is a graduate of the College for Financial Planning, Denver, Colorado where he completed the CERTIFIED FINANCIAL PLANNER Professional Education Program and prepared for the national CFP Certification Examination. Mr. Roge is certified by the Certified Financial Planner’s Board of Standards to use the professional certifications CFP and CERTIFIED FINANCIAL PLANNER .

Additional Information

In May 2006, Investment Advisor magazine chose Ron Roge to head up the list of the 25 Most Influential People in and around the Financial Services Profession. Bloomberg Wealth Manager has selected Mr. Roge as one of Bloomberg’s Top Wealth Managers in their July/August 2005 issue. Robb Report -- Worth magazine chose Mr. Roge as one of the Nation’s 100 Most Exclusive Wealth Advisors in October 2004. Medical Economics magazine said he is one of The 150 Best Financial Advisors for Doctors in November 2008. The Guide to America’s Top Financial Planners chose Mr. Roge as one of America’s Top Financial Planners in October 2006. He is also the author of the newly released book “The Banker and the Fisherman -- Lessons in Life, Wealth and Happiness in the 21st Century.”

NAPFA Start Date

January 01, 1987


This Office

1 Corporate Dr Ste 101 Bohemia, NY 11716-2663 Phone: (631) 218-0077 Ext: 210 Fax: (631) 218-0147

Other Offices

900 Cummings Center. Ste. 321-T Beverly, MA 01915 Phone: (631) 218-0077