We believe the fee-only approach is best for people looking for unbiased, independent advice.
In any type of relationship where commissions are involved (including a “fee-based” compensation structure), the potential for conflicts of interest between you and your adviser is high. The commissions that salespeople earn on various suitable investment products can vary greatly and influence the recommendations you receive.
Our wish is to become long-term partners with our clients.
We are motivated to see that our clients are satisfied and consistently moving towards their financial goals.
Whenever a client has a financial question or concern, we want our office to be the first place they call. The more helpful we can be, the happier our clients will be. Our fee is based on assets under management, not an hourly rate, so clients can call us knowing that our advice won’t result in a bill.
Our team of experienced advisers remains unbiased and independent, while consistently offering highly personalized service and solutions tailored to each family’s unique situation. Our training and experience are extensive, and we are careful, disciplined, and creative, whether we are implementing investment strategies or offering suggestions for minimizing taxes. The breadth of the financial care we provide clients is rather unique. We realize that this level of service is not appropriate for every family. Yet for those who can enjoy the benefits, our experience has been that our client relationships are enduring and mutually satisfying.
A Registered Investment Advisor
Rodgers & Associates is a Registered Investment Advisor* (RIA). Our clients can have peace of mind knowing our fiduciary responsibility is to them and we have a legal obligation to put their interests before ours at all times. We will always act in their best interest and disclose where conflicts of interest are present. We must. It is the law. And it is an edict we regard as sacrosanct.
*Registration as an investment adviser does not imply any level of skill or training.