Rogan & Associates

Rogan & Associates

Founded by Michael Rogan and headquartered in Safety Harbor, Florida, Rogan & Associates operates as a multi-office financial planning and wealth-management practice. The firm anchors its offering in what it terms Financial Planning For Life—a model in which client engagement begins with a customized plan rather than a sales mandate. The practice has expanded to maintain a physical presence in Addison, Texas, and two additional Florida locations in Tampa and Lakewood Ranch. The firm deploys client capital across a suite of traditional wealth-management asset classes. Its planners construct allocation models that span equities, fixed income, retirement accounts, and estate-planning structures. There is no evidence of direct private-market deal-making: the practice does not run venture funds, direct real-estate syndications, or private-equity co-investment vehicles, operating instead as a fiduciary gatekeeper that selects external managers and insured products. The geographic base remains concentrated in Florida and Texas, with services delivered to individual households and families across both states. The firm lists a single named principal, founder Michael Rogan, whose published commentary focuses on market-cycle perspective and behavioral-finance discipline. Team size is not publicly disclosed, and the practice has not announced a formal succession plan or associated philanthropic vehicle. A distinctive operational feature is the firm's educational-cruise program, where clients attend workshops on retirement and estate planning while traveling—a direct-marketing channel uncommon among peer RIA practices. No dated financing round, fund close, or portfolio-company event from the last 24 months is publicly available. Rogan & Associates is structurally a private-wealth-advisory partnership rather than a family office or an asset manager with proprietary vehicles. This keep-it-simple architecture defines its mandate: near-total dependence on personal client relationships, zero institutional fund products, and an operating footprint tied to the personal reputation of its founder. The firm's succession question—how a practice so dependent on a single named principal transitions to the next generation—remains unanswered in publicly available materials.