Tailor-made solutions to fit your financial needs

Each solution is customized to help you reach your unique goals. Your personal and business finances are in good hands with our wealth of experience, professionalism and track record of success for our clients.


Our Vision


At Rogers Financial Services, we work hard to make you feel confident about your financial and investment plans. We'll design a custom solution that is goal-oriented -- helping you reach the goals you have for yourself, and your business...


A goal-oriented process with a fresh approach

Long-term planning starts with understanding.

We build solutions using sound methodologies that help you weigh your options, and find the best-fit for your lifestyle and long-term goals.



A wealth of knowledge and industry experience

Expect savvy advice, sound insights and honesty when you work with us.


Mimi Rogers


Meet the originator and founder of Rogers Financial Services. With over 30 years of industry know-how, she adds a unique breadth of experience and acumen to Rogers Financial Services...

Paul Rogers


Paul's diverse experience in management, as a senior consultant and as an advisor handling sophisticated accounts has proven to be a valuable resource to his clients since 2001...