Rely on tax efficient investment management and financial planning. R&A is a fee-only advisory firm. There is no fine print.

Our mission benefits you

The goal of fee-only financial advisor Rowling & Associates is to educate you in understanding and selecting the best ways to achieve your unique financial future.

Investment management

Our team helps our clients stay invested in diversified portfolios that are low-cost and tax-efficient.

See more
Financial planning

Your financial plan will be personal to your situation all while taking into account the vast number of rules and laws that pertain to you.

See more
Tax planning

R&A reviews your entire situation before the year is over to take advantage of numerous tax planning techniques that save you money.

See more

Guiding you down the path of reaching
your goals and aspirations in life is our number one priority

What we believe?

Teamwork ultimately leads to the best decisions and most valuable client service. R&A is one team, all members actively engage in our client’s success through cooperation and sharing ideas, information, and opinions.

Latest news

Learn About Our New Book!

Based on Sheryl’s 30-year career as an award winning and highly acclaimed financial advisor, this book provides the critical advice and guidance people need, tailored to their specific stage in life.
Partnership & certifications
PFS Logo
CPA Logo
CFP Logo
Jewish Family Service Logo
TRX Logo