Roger Sverre Machlin, CFP®, CPWA®, CIMA®, MSFS, WMCP, CFS®, CLU®, ChFC®, CASL®, CRPS®, AEP®, RICP®, CAP®, ChSNC®, CMFC®, CPFA, QPFC, AWMA®, AAMS®, NQPC
Founder & Wealth Advisor
20 Certifications
Roger specializes in creating comprehensive financial plans for both institutions and individuals using world-class insurance services and internationally recognized investment products. Roger has been recognized in the Financial Times multiple times for being one of the “Top 401 Retirement Advisers”. Roger has been nominated as one of the “Most Influential DC Advisors” from 401kWire.
Roger also has made the NAPA’s Top DC Advisor Teams list.
2026 Top Retirement Plan Advisers
Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including assets under advisement and plans under advisement.
Client-First Philosophy
Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.
(813) 212-2125
