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Employee Stock Ownership Plan

Enables employees to acquire beneficial ownership in their company without having to invest their own money


Use ESOPs for a variety of purposes with tax-deductible or tax-free dollars…

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A KSOP is an alternative to a company sponsoring both an ESOP and a separate 401(k) plan…

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Learning Center

This resource is designed to provide familiarity with our firm and investment philosophy, access to…

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Institutional Investing

Finish strong.

While employer stock is obviously the focus of an ESOP, a great deal of attention should also be given to the investment choices available for participants to eventually diversify those positions. ESOP clients of Rogers Wealth Group are able to utilize the very same institutional investment strategies for that diversification that drive our Wealth Management and Retirement Plan Services divisions.

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