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.