Roger Ingwersen
Partner Advisor
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Designations: CFP®, CIMA®, CRPC®
844-996-3300
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.”
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
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.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — 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
23,000+ Clients
Best in Class Advisors
NBRI3
Best in Class Ethics
NBRI3
30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
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