Rowling & Associates Llc

Rowling & Associates is a Tax Planning & Tax-Efficient Wealth Management firm providing #fiduciary #feeonly financial planning and investment advice in our clients' best interests. Did you know that only certified "fiduciary" financial advisers are required to act in your best interest? It's true. There are many financial advisers who make money on commissions from products they sell to their clients - even if that product isn't right for the client! At Rowling & Associates our fiduciary responsibility is our top priority and we ALWAYS put your best interests first. We don’t earn commissions on any recommendations and adhere to the strict guidelines of the fiduciary standard of care. In addition to being a fiduciary firm, we hold many prestigious designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), among others. We know this industry and financial planning can be confusing and complicated. We believe the less you have to worry about finances, the more you can focus on what truly matters to you. Our goal is to be a steward to our clients, and to do so in a (fiduciary!) way that helps you achieve your goals. Our fiduciary and tax-efficient strategies put your best interests first while simultaneously keeping more money in your pocket.