Roffman Miller Associates Inc

Roffman Miller Associates Inc. is a Registered Investment Adviser established in 1990 and headquartered in Philadelphia, PA. The firm specializes in providing discretionary investment management and financial planning services. Their investment strategy focuses on meeting long-term goals, reducing volatility, and customizing portfolios based on client objectives and risk factors. They primarily utilize individual stocks and bonds, occasionally incorporating mutual funds and ETFs. Clients have the option to hold legacy positions or self-directed securities. The firm's minimum account size is $500,000, catering to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Roffman Miller manages over $2 billion in assets as of December 31, 2022, with a fee structure based on a percentage of assets under management. They do not charge performance-based fees and act as fiduciaries when recommending retirement rollovers. The Investment Committee, led by experienced professionals like Robert Hofmann, Paulette Greenwell, and Mark Frombach, conducts thorough portfolio reviews and provides ongoing client communication. The firm's investment philosophy emphasizes quality companies, diversification, and risk management across various asset classes. Roffman Miller Associates Inc. does not have any disciplinary events and operates with high ethical standards, as evidenced by the qualifications and certifications of their team members. Clients can expect personalized service, transparent fee structures, and a commitment to acting in their best interests. For more information, visit www.roffmanmiller.com.