Rogers & Troyan Advisory Group LLC

Rogers & Troyan Advisory Group, LLC provides consultative, concierge and implementation services to their clients on numerous financial issues, including but not limited to:

  • Corporate and Executive Benefit packages
  • Debt analysis / Financing Alternatives
  • Education funding strategies
  • Estate Planning
  • Financial Planning
  • Insurance (Life, Disability, Health) / Risk Management
  • Investment analysis
  • Retirement / Pension Maximization analysis

Rogers & Troyan Advisory Group, LLC offers over 60 years of financial services experience to you when you are faced with making important and often difficult financial decisions.

Brian L. Rogers and Ronald F. Troyan, founders and Managing Directors of the firm, are both members of the Financial Planning Association and Life & Qualifying members of the Million Dollar Round Table (MDRT), and as such are recognized as leaders in the Financial Services industry. Membership in the MDRT currently represents the top 1% of financial services professionals in the world.

Mr. Rogers received a Bachelor's degree from Alma College in 1971 and a Masters of Science in Financial Services degree from The American College in 1988.

Mr. Troyan received a Bachelor’s degree in Finance from Iowa State University in 1983. He is a 1978 graduate of Loveland High School. Mr. Troyan is also a Silver Knight in The MDRT Foundation, which is the philanthropic arm of The MDRT.

Brian L. Rogers and Ronald F. Troyan are Registered Representatives of Woodbury Financial Services, Inc. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. 500 Bielenberg Drive Woodbury, MN 55125 800-800-2638 Member FINRA, SIPC and Registered Investment Advisor. Rogers & Troyan Advisory Group, LLC is not a subsidiary or affiliate of Woodbury Financial Services, Inc.

Currently licensed in the following states:
Insurance: AZ, CO, FL, IL, IN, KY, MA, NJ, NY, NC, OH, PA, SC, TN, WA
Securities: AL, AZ, FL, IL, IN, KY, MA, NJ, NC, OH, TN, WA


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Its Time to Start Thinking About Estate Tax Again (PDF)

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Contact Brian L. Rogers, Ronald F. Troyan, call us at 513-469-7824 or toll free at 888-858-7824.
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Rogers & Troyan Advisory Group, LLC — 11841 Mason Montgomery Rd., Suite A — Cincinnati, Ohio 45249
phone | 513-469-7824 — fax | 513-469-5072 — Toll Free | 888-858-7824