Rogers Financial Advisory Group

Rogers Financial Advisory Group

Rogers Financial Advisory Group runs out of a single Greenville office, positioning itself as a family-focused wealth manager for South Carolina households navigating retirement, estate transfers, and tax complexity. The firm’s website frames every service line—retirement, lifestyle, investment, taxes, estate, and money—as a life-stage solution rather than a product silo. D. King, listed as the financial advisor, anchors the practice around an advisory relationship that begins with understanding what matters most to the client and then building an investment strategy around that, according to the firm’s own description. The firm deploys client capital through individually tailored portfolios aligned with lifestyle, goals, and values. Its public materials emphasize a collaborative, transparent process rather than stating any signature house views or proprietary asset-allocation models. The service menu spans retirement-income planning, tax-efficiency work, estate-design conversations, and daily money management, pointing to a generalist wealth-management discipline without explicit venture, private equity, or direct real estate mandates. The geographic footprint is concentrated in the Greenville area, with client types described as individuals, high-net-worth individuals, charitable organizations, corporations, and business entities. The firm’s published contact details suggest a lean operation—a single office with listed phone, fax, toll-free, and mobile numbers tied to D. King. The About page reveals an email address at osaicwealth.com, indicating Rogers Financial Advisory Group likely operates as an IAR leveraging Osaic Wealth’s broker-dealer or RIA platform rather than as a fully independent firm. No headcount, AUM, or deployment figures have been publicly disclosed, and no recent operational events—such as team hires, acquisitions, or office expansions—appear in the available record. Rogers Financial Advisory Group’s structural distinction lies in its platform affiliation: it delivers local, high-touch advisory while outsourcing compliance, custody, and back-office infrastructure to Osaic Wealth. That arrangement allows the firm to operate as a community-centered practice without building a standalone RIA stack, making it accessible to households that value a named advisor and a downtown storefront over a purely digital or institutional relationship.