About us
Get financial planning advice you can understand

Rowling & Associates provides fee-only, tax-efficient financial planning and investment advice. We don’t earn commissions on any recommendations and adhere to the strict fiduciary standard. We hold prestigious designations such as Certified Public Accountant (CPA)Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ (CFP®).

Unique and understandable approach to financial advice

When it comes to financial planning and investments – whether it is for a comfortable retirement or funding your child’s education – you need a financial advisory firm that is looking out for your best interests. The team at Rowling & Associates does not work on commissions – we work for you!

You may think that a financial adviser is required to act in your best interest; however, that is not the case for all financial planners – only for those called fiduciaries. Rest assured, we adhere to the strict guidelines of the fiduciary standard of care so that your best interests always come first.

We know this industry and financial planning is confusing and complicated. The R&A team strives to make it all easy to understand in a fun, approachable environment.

Photo of sailing

Don’t believe us? Just check out our team photos

(be sure to scroll over the business profile to learn a little more personal side of everyone):