
Independent Fiduciary Advisors Since 1990
Fee-Only Advice You Can Trust
Who We Are
Roffman Miller
Wealth Management
We’re an Employee-Owned company helping individual and families with unbiased investment management and financial planning.
$3 Billion in Assets Under Management
Registered Investment Advisors
Fiduciaries
100% Fee Only
CNBC Top 100 Registered Investment Advisors*
2022
2023
2024
Please See Important Disclosure Information
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Roffman Miller Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

What We Do
Custom Portfolios & Retirement Strategies
Our services focus on two core areas: investment management and financial planning.
Who We Serve
Retirement-Focused Investors
We work with individuals and families who share our philosophy of thoughtful, long-term investing and seek a lasting partnership in managing their financial future.

“We are consistent with our message that successful investors look beyond the headlines and think long-term.”

Why Us
Thoughtful Guidance for Your Retirement
For over three decades, individuals and families throughout the Philadelphia region have worked with our team for thoughtful wealth guidance.

Roffman Miller Wealth Management