Rogers Capital

Rogers Capital Management is a financial advisory firm based in Fort Worth, Texas, dedicated to providing personalized and comprehensive financial planning services. The firm assists individuals, families, and business owners in building wealth, minimizing taxes, and preparing for their financial future with confidence. Their approach empowers clients to make informed decisions and pursue long-term financial goals, allowing them to focus on what matters most in their lives.

The firm offers a range of services including retirement planning, wealth management, peak-career strategies, and estate planning. They provide traditional and advisory portfolio management services, encompassing investments in stocks, bonds, mutual funds, exchange-traded funds (ETFs), and unit investment trusts (UITs). Additionally, Rogers Capital Management offers asset management accounts and various insurance products, integrating every aspect of a client's financial life from cash flow and debt management to risk management and long-term objectives.

Founded in 2017, Rogers Capital Management operates with a client-centered philosophy, emphasizing proactive guidance, clear communication, and long-term partnerships. The team, led by Certified Financial Planner™ professional Korey Rogers, focuses on a disciplined investment process involving allocation, diversification, and rebalancing to help clients achieve consistent, long-term performance while minimizing emotional decision-making. They aim to provide experienced financial guidance that revolves around each client's unique goals, values, and life vision.