Steven Rogé

Steven Rogé is the Chief Executive Officer and Chief Investment Officer of R. W. Rogé & Company, Inc., where he has dedicated his career to empowering clients to Plan, Achieve, and Live® the life they envision. Since the firm's inception in 1986, Steven has cultivated a client-first culture rooted in a fee-only, fiduciary approach, ensuring that client interests remain the top priority in every aspect of the firm’s operations.

With a focus on holistic financial strategies, Steven emphasizes big-picture thinking complemented by meticulous research and personalized guidance. His commitment to creating risk-adjusted investment strategies and fostering seamless operations reflects his belief that financial planning transcends mere numbers; it is about building trust, simplifying complexities, and providing peace of mind to families so they can prioritize what truly matters.

Steven's expertise in investing and financial planning has been recognized across prominent platforms, including The Wall Street Journal, The New York Times, Barron’s, and CNBC. In addition to his role at R.W. Rogé & Company, he serves as an adjunct professor at the New York Institute of Technology College of Osteopathic Medicine, where he imparts practical knowledge to aspiring financial professionals. He is also a respected member of Ed Slott’s Master Elite IRA Advisor Group and the National Association of Personal Financial Advisors (NAPFA).

He holds an MBA from Babson College’s F.W. Olin Graduate School of Business and a Bachelor of Science in Finance and Economics from Bryant University. Steven is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Investment Fiduciary® (AIF®), and a Chartered Advisor in Philanthropy® (CAP®), showcasing his dedication to both exceptional expertise and values-driven planning. Outside of his professional endeavors, Steven enjoys spending quality time with his family, emphasizing the importance of personal connections in both life and work.