Chris Rogers’ primary goal as a financial advisor is to provide total family wealth management, developing creative solutions to his clients’ every financial objective and concern, and building relationships that can last for – and transcend – generations. Chris is proud to service a number of four-generation relationships and just celebrated his first fifth-generation relationship.
As a founding member of The Portland Harbor Group, Chris focuses on estate planning and wealth transfer, macroeconomic research, and determining asset allocation for the group’s five investment models. His financial skill and client commitment earned him recognition as one of Barron’s Top 1000 U.S. Financial Advisors in 2012, 2013, 2016 and 2017.*
Chris’ financial career began right out of college when he joined Shearson in 1983. After a number of mergers Shearson ultimately became Morgan Stanley. He spent 30 years with the firm before he and his partners moved to Raymond James in 2013.
An active member of the Greater Portland community, Chris has worked extensively with local charitable organizations. At Maine Children’s Cancer Program he sat on the advisory board from 1990 to 2009, served a term as board president and head of the allocations committee, and remains an honorary board member. He is a member of United Way of Greater Portland’s Tocqueville Society and served as co-chair in 2010 and 2015. He has served on the Children’s Miracle Network Maury Povich Open Golf Tournament Committee, volunteered at Wayside Soup Kitchen, and coached basketball, baseball and soccer for Falmouth Youth Sports. He is a member of Holy Martyrs Church, where he was parish council chair and part of the stewardship commission. He is also a trustee of Theta Delta Chi.
Chris is a lifelong resident of Maine. He graduated from Portland High School and then Bowdoin College in Brunswick, where he double majored in economics and government. He and his wife, Novaleigh, reside in Falmouth with their children Ryan, Aaron, Justin and Kaitlin. In his spare time Chris enjoys playing golf and basketball, reading, and boating on Sebago Lake.
* Barron’s annual ranking of the nation’s "Top 1,000 Financial Advisors" (changed to 1200 Advisors in 2014). Winner's Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 of the nation’s most productive advisors. Among the factors considered for the rankings are assets under management, revenue produced for the firm, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.