Home    Useful Links 
Fixed Income
Mutual Funds

Account Management

Roffman Miller Associates sees outstanding customer service as our priority and we take pride in providing personalized service and extensive client communication.

To ensure the highest level of service, we…

  • Conduct an in-depth client interview.
  • Define a client’s goals, history, need for income and risk threshold.
  • Build a comprehensive client profile.
  • Evaluate the optimum investment strategy on an individual basis.
  • Monitor client accounts daily.
  • Assess changing client needs and circumstances to make appropriate adjustments.
  • Provide on-going communication via meetings, written reports and informal discussions.

In addition to traditional money management, our team acts as a partner and counsels our clients on any financial questions or concerns.

Roffman Miller Associates, Inc. (RMA) is an SEC-registered investment advisor located in Philadelphia, Pennsylvania. In addition to registering with the SEC, RMA notice files with the states of Pennsylvania, Delaware, Maryland, California, New Jersey, New York, Texas, Florida, North Carolina, Virginia and Connecticut. This website provides general information about Roffman Miller Associates, Inc. and is not intended to offer investment or financial planning advice.  The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information.  Please click here for additional Disclaimer and Regulatory Information.
Email your questions to info@roffmanmiller.com