We can help you address your financial concerns, step-by-step, based on reliable planning.   What sets us apart from many advisers is that we are an “independent, fee-based” Registered Investment Advisory firm providing professional guidance for a fee on an hourly-, project-, or retainer fee basis.  Because we have no affiliation with banks, brokerage firms or mutual fund companies, we can be completely objective in the advice we provide to educators, professionals, small business owners, retirees and other successful individuals like you.

Our philosophy also dictates that everyone, regardless of their overall financial well-being, should be able to obtain objective and independent advice from a professional fee-based advisor on a periodic or as needed basis.  Our greatest contribution to our clients is in providing objective, timely solutions and wisdom about the financial markets, life planning, and in preparation for the future.  It is a combination of these professional skills which will guide you toward where you want to be, both now and in the future.

Roger R. Bell & Company, Inc. is a Registered Investment Advisory firm located in the Commonwealth of Virginia.  Roger R. Bell & Company and its representatives are in compliance with the current registration and notice requirements imposed upon registered investment advisors by those states in which Roger R. Bell & Company, Inc. maintains clients.  Roger R. Bell & Company, Inc. may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. The firm is locally owned and independent of any other brokerage, mutual fund, insurance, or banking company.