Who We Are

Our fee-only RIA was established in late 1994 by Dale C. Rogers, then the only Investment Advisor Representative (IAR) and now chairman, and has grown to eight IARs today! Craig C. Rogers is currently President and CEO of the group, which now provides collaborative Wealth Management services for affluent clients and complete investment services for retirement plans (both qualified and non-qualified), trusts, endowments and institutions.

Located in Fort Worth, Texas, with clients from Alaska to New Jersey, we would love to explore whether a relationship makes sense and whether we could make a significant impact on your financial life.

Sedona, AZ. Photo by Kevin C.