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Fiduciary Advice
Free from conflicts of interest

Rowling & Associates provides fee-only 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®).

We are always looking out for your best interests

Life guard tower looking out over the ocean as a metaphor for our firm looking out for your best interest.

When it comes to your 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 everyone – 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.

Who do you want to handle your financial planning?

Financial planning is a way of figuring out whether and how a person can meet their life goals by properly managing their financial resources. There are a lot of people and companies out there who want to take on the role of a financial advisor in your life – but that doesn’t mean you should let them

You’ve Got a Friend in Your Fiduciary Financial Advisor

Take a moment to consider this: what if you had a friend you could turn to whenever you had a financial question? Not sure how much of a house you can afford? Call your financial friend to walk you through the numbers. Don’t know which investments to choose in your 401(k)? If you work with a fiduciary financial advisor, you could have someone to answer that question.

Why a Fiduciary Matters?

The US court of Appeals recently struck down the Department of Labor’s fiduciary rule, which required all financial professionals to manage retirement accounts with their clients’ interests ahead of their own. Now that this consumer protection has been vacated, it is important to educate yourself on the ins and outs of what makes a financial professional a fiduciary and why you should engage in a fiduciary’s services.