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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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    • CA
    • DC
    • DE
    • FL
    • IL
    • IN
    • MD
    • MI
    • MO
    • NJ
    • NV
    • NY
    • OH
    • PA
    • TX
    • VA
    • VT
    • WI
    • WV

    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

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        Retirement plan sponsors

        Retirement plan sponsors

        Business transition and succession planning

        Business transition and succession planning

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        What are business owners thinking and doing now?

        Explore ideas and strategies for success in ‘The new paradigm’

        The new paradigm is part of the Business Owner Insights series of e-magazines. This publication offers ideas and strategies for business owners in a rapidly changing world.

        Backed by the strength of UBS

        A global leader in wealth management

        $3.9 trillion

        In invested assets globally 
        As of 12/31/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager