EXPOSED: The $1.1M "High‑Earner Wealth Gap" That 67% of Successful Professionals Are Missing

This is the most common situation Roger works with. Traditional advisors focus on product allocation — they're not trained in institutional-level wealth sequencing or integrated tax optimization.

Roger frequently works alongside existing advisors rather than replacing them. He provides the systematic optimization layer that most advisors don't offer.

Some clients walk away having identified previously unrecognized optimization opportunities. Results vary by individual and are not guaranteed.

Roger personally conducts a 45-minute Portfolio Engineering Review via Zoom — no junior staff, no sales rep.

He analyzes your 401K, IRA, and taxable investment accounts using an institutional-level analytical framework to identify potential sequencing, fee, and tax inefficiencies.

You'll receive a prioritized Action Plan with specific, numbered recommendations. Bring recent account statements and a brief overview of your financial goals. That's it.

The initial review is purely educational — it's not a sales consultation.

If you want to explore working together after the review, the typical path is: intro call → financial and tax planning session → full-service AUM proposal or project-based engagement.

Roger has no pressure tactics. If the review doesn't reveal meaningful opportunities, there's no obligation and no follow-up pitch.

MYeCFO is a fee-based fiduciary — meaning Roger is compensated only by client fees, never by product commissions or referral payments.

His compensation is not tied to product sales — his interest is aligned with yours.

The complimentary review exists because Roger is confident the analysis will reveal real optimization opportunities — and the best way to demonstrate that is to show you first, before you commit to anything.

Yes. The $1M minimum is regularly waived for rising professionals who are actively building toward that level.

The optimization opportunities available in peak earning years are often significant enough to justify working together before hitting the threshold.

The review will clarify exactly where you stand and what the best path forward looks like.

Large firms assign junior relationship managers to accounts under $5M and push standardized model portfolios.

With Roger, you get direct CFA access — every call, every review, every recommendation comes from him personally.

MYeCFO was specifically designed for the "poor 1%" demographic: professionals earning like the top 1% who don't yet qualify for multi-family office minimums ($10M+). The institutional-level strategies Roger applies are typically inaccessible to anyone outside that bracket.

Completely. As an SEC-registered investment adviser and fiduciary, Roger is legally bound to maintain strict confidentiality — it's not a policy, it's a regulatory requirement.

All information shared during the review is protected under fiduciary standards — the highest standard of care in financial services.

MYeCFO is registered in all 50 US states and operates under full SEC oversight. Meetings are conducted virtually via Zoom, on your schedule.

If the analysis doesn't identify meaningful optimization potential, the review is completely free and there is no obligation.

Roger is confident the Portfolio Engineering methodology surfaces opportunities that many conventional approaches overlook — which is why he offers this at no charge.

In the event your portfolio is already well-optimized, you'll walk away with independent validation and peace of mind. Either outcome is valuable.