Roger B. Adler

Roger B. Adler

Roger Adler is a Senior Vice President, Wealth Advisor and a founding member of Buttonwood Financial Partners. He brings over 35 years of management and financial experience to his role as a wealth and retirement advisor. He earned a BA degree from Tarkio College and an MBA from the University of Utah. In addition he holds the series 7, 63, 65 and 24 securities registrations held with LPL Financial and is registered in several states.

His early career was spent in the Midwest successfully operating a family owned business. After selling his business, Roger moved to Scottsdale, Arizona to pursue his interest in financial planning and wealth management. He became a registered financial advisor with Prudential Securities in 1998 and spent nine years with Merrill Lynch.

Roger’s investment philosophy is based on a thorough understanding of his client’s financial objectives and their short and long term goals. He believes that a patient, practical long range view of investing helps to consistently yield the best financial results. In addition, he recognizes that each client has his own unique financial objectives, risk tolerance, retirement goals, and income objectives and works closely with each client to provide oversight of their investment portfolios. Roger takes a proactive approach to help ensure that his clients’ financial and estate planning is properly implemented by interacting with their attorneys, accountants, mortgage brokers, pension administrators, and other advisors.

Roger is married with two daughters and two granddaughters. He has served on several community boards throughout his career and was a Rotarian for twenty years. He is an avid golfer and enjoys skiing, travel and flying.

Contact Roger directly at (480) 305-2104 or email at radler@buttonwoodfp.com

Phone (480) 305-2104