R.W. Rogé & Company, Inc., Bohemia NY
Steven Rogé from R.W. Rogé & Company, Inc.

Steven Rogé

R.W. Rogé & Company, Inc.

Bohemia, NY
Financial Advisor
Financial Advisor
Refer
About Us

Helping clients Plan, Achieve & Live® the life they want since 1986 | Fee-Only | Fiduciary | Contact one of our knowledgeable Certified Financial Planners (CFP®) today at (631) 218-0077 or at info@rwroge.com.

How We Got Started

With over 30 years of experience, we understand that managing your wealth is like a journey – you start with a plan and are prepared to address any unexpected obstacles along the way. Our mission is to help clients Plan, Achieve and Live® the life they want.

As both a “Fee-Only” wealth management firm and fiduciary, our services are provided in the best interests of our clients. Most importantly, we recognize that in order to make the most of your money, you need to know where you want to go, and determine the best way to get there. We pride ourselves in offering advice on planning futures since 1986.

The products and services we offer

Financial Planning Finance Funding Retirement Planning Investment Succession Planning Roth Ira Free Consultation Show all 8
Products & Services
Young Professionals: Fee-Only Financial Planning
Young Professionals: Fee-Only Financial Planning by R.W. Rogé & Company, Inc.
The White Rabbit’s advice to Alice in The Adventures of Alice in Wonderland: “Would you tell me, please, which way I ought to go from here?” “That ...
Entrepreneurs and Established Professionals: Fee-Only Financial Planning
Entrepreneurs and Established Professionals: Fee-Only Financial Planning by R.W. Rogé & Company, Inc.
A business owner’s idea of Financial Freedom is very different from that of the average person who is employed by someone else. Whatever you envisi...
Families with Children: Fee-Only Financial Planning
Families with Children: Fee-Only Financial Planning by R.W. Rogé & Company, Inc.
If you have one or several children, whether they’re newborns or all grown up, we understand that being a parent can be challenging, rewarding, mad...
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Recent Activity
What are you grateful for in business and life this year?
Steven from R.W. Rogé & Company, Inc. Answered this on November 17, 2020
We are first and foremost very thankful for our health, including the health of our wonderful employees and our clients, who are all practicing social distancing, following CDC guidelines, and doing lots of hand washing! We are also thankful for our firms’ continuous interest and investment in... (more) We are first and foremost very thankful for our health, including the health of our wonderful employees and our clients, who are all practicing social distancing, following CDC guidelines, and doing lots of hand washing! We are also thankful for our firms’ continuous interest and investment in the latest technology. Although the ability to work from home is a new and exciting feature for many companies, we started this practice several years ago. In 2019, we performed a technology audit, and invested in a new phone system that lets our team collaborate and work from anywhere in the world that has internet access, and implemented the use of Microsoft Teams to conduct Tel-a-Planning™ virtual meetings with clients and prospective clients. These technological advances help to keep our employees and clients healthy and safe, without disrupting any of our services.

Team

Steven Rogé from R.W. Rogé & Company, Inc.
Steven Rogé
Chief Investment Officer and CEO