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E. Roger Financial Group
E. Roger Financial Group, LLC is a Registered Investment Advisor (RIA) in the State of Maryland. The firm assists clients in developing a framework for...
Overview
E. Roger Financial Group, LLC is a Registered Investment Advisor (RIA) in the State of Maryland. The firm assists clients in developing a framework for lifestyle financial goals using the financial planning process. Its services include goals setting/quantifying, cash flow analysis, risk management, retirement planning, tax planning, and estate planning, serving individuals and small business owners.
General information
Firm type
Multi Family Office
Location
Country
United States
Principals
Earl R. King
SR., CFP, Managing Member
Frequently asked questions
Who runs investment decisions at E. Roger Financial Group?
The principals and investment committee members at E. Roger Financial Group have not been publicly named. The firm does not disclose its leadership or investment professionals in public records or marketing materials. This is common among family offices that prioritize client privacy over transparency.
What investment stages does E. Roger Financial Group typically target?
E. Roger Financial Group's investment stage preferences have not been publicly stated. Multi-family offices of its profile often target growth-stage private equity, buyout funds, and real estate assets, alongside conventional public market investments. Without public filings or press coverage, no binding stage focus can be confirmed.
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