# Rogers Financial Advisory Group

Rogers Financial Advisory Group is a Bank / Wealth / Trust based in Greenville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Greenville, United States
- **Region:** North America
- **Address:** 7 Boyce Avenue, Greenville, SC 29601, United States
- **Assets under management:** Undisclosed
- **Website:** rogersfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/rogers-financial-group

## Regulatory record

- **CRD number:** 130223
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130223

## About

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. King. The About page reveals an email address at osaicwealth.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.

## Sectors

- Retirement
- Tax Planning
- Estate Planning
- Wealth Management

## People

- D. King — Financial Advisor

## Questions

### What types of clients does Rogers Financial Advisory Group serve?

The firm states it serves individuals, high-net-worth individuals, charitable organizations, corporations, and business entities. Its marketing focuses heavily on local families in the Greenville area.

### Does Rogers Financial Advisory Group participate in venture capital, private equity, or real estate investments?

The website does not mention alternative assets. The listed services concentrate on retirement planning, investment management, tax strategies, estate planning, and lifestyle financial planning, pointing to a traditional public-market and insurance-oriented wealth-management practice.

## Related profiles

- [Roger De Haan Charitable Trust](https://altss.com/profile/roger-de-haan-charitable-trust)
- [Rogers Wealth Group](https://altss.com/profile/rogers-wealth-group)

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Last updated: 2026-08-11T02:43:31.692Z

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