Your evolving business

Comprehensive wealth management for business owners

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


  • Roger Feldman

    Roger Feldman

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MD
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT

    Roger brings an institutional perspective to his wealth management practice. Having spent 35 plus years working with plan sponsors through multiple market cycles, he understands the importance of having a plan and never over correcting the course.

    Roger and his wife Cyndy live in Arnold, Maryland. They have two grown sons. Miles and his wife Cassie live in Baltimore. Harris lives in Worcester, MA. Roger’s favorite things are spending time with family, his Labrador retriever and being on the Chesapeake Bay.  

    (CA License Number: 2095908)

          500 East Pratt Street
          11th Floor
          Baltimore, MD 21202

          Roger Feldman
          500 East Pratt Street,Baltimore,MD,21202

        Outlook on interest rates

        Retirement plan sponsors

        Retirement plan sponsors

        Business transition and succession planning

        Business transition and succession planning

        Sitting on ledge outside store

        Workplace Wealth Solutions

        Creating a truly rewarding workplace

        Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.8+ trn

        UBS Group invested assets
        As of 03/31/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager