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Roger Ingwersen

Partner Advisor

Designations: CFP®, CIMA®, CRPC®

  844-996-3300

  Waltham, MA

With over 50-years of financial services experience, CERTIFIED FINANCIAL PLANNER™ professional, Roger Ingwersen, is a partner-advisor in Allworth’s Waltham, Massachusetts, office. The founder and long-time principal of The Harvest Group, which partnered with Allworth Financial in 2023, Roger was born into an Iowa farming family and credits the childhood lessons of hard work, the unpredictability of the seasons, and the need to prepare for virtually every outcome, as having been an ideal philosophical training ground for a career as a financial advisor. “My approach is patient, educational and strategic,” he said. “My clients understand that I have their best interests in mind at all times, and that requires communication, foresight, trust, honesty, and discipline.”

Education and Certifications

Who I work with

What guides my approach

With over 50-years of financial services experience, CERTIFIED FINANCIAL PLANNER™ professional, Roger Ingwersen, is a partner-advisor in Allworth’s Waltham, Massachusetts, office. The founder and long-time principal of The Harvest Group, which partnered with Allworth Financial in 2023, Roger was born into an Iowa farming family and credits the childhood lessons of hard work, the unpredictability of the seasons, and the need to prepare for virtually every outcome, as having been an ideal philosophical training ground for a career as a financial advisor. “My approach is patient, educational and strategic,” he said. “My clients understand that I have their best interests in mind at all times, and that requires communication, foresight, trust, honesty, and discipline.”

“Reducing the financial stress in the lives of my clients is what motivates me every day when providing my wealth management advice. ”

- Roger Ingwersen, Allworth Partner Advisor

More About Roger:

  • Roger is a retired LCDR in the Navy Reserves who served his country with honor and courage.
  • He was deployed to Viet Nam three times in the 1960s.
  • After his military service, he became an Associate Professor at Brown University, teaching for the Navy ROTC where he shared his knowledge and experience with the next generation of naval officers and leaders.
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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

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30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

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