Fee-Only Fiduciary Advisors

Rowling & Associates provides fee-only investment advice. We don’t earn commissions on any recommendations and adhere to the strict fiduciary standard. As fiduciaries we are bound by the following key fiduciary duties:

    • Serve the client’s best interest
    • Act in utmost good faith
    • Act prudently – with the care, skill and judgment of a professional
    • Disclose all material facts and conflicts of interest
    • Control investment expenses

Rowling & Associates is a member of the National Association of Personal Financial Advisors (NAPFA), the leading professional organization for fee-only advisors and vetted by The Fee Only Network for strict fee-only compensation and ethical obligation. Our team members also hold prestigious designations such as Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®).

Articles Related to Fiduciary Financial PLANNING:

A Case for the Fiduciary Advisor
A Case for the Fiduciary Advisor

I have seen many types of investors over the years, and most could not be more different from one another. The greatest commonality was they, like all of us, are wired to be emotional investors. The volatility and uncertainty associated with COVID times tends to...

Who do you want to handle your financial planning?
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...

You’ve Got a Friend in Your Fiduciary Financial Advisor
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...

Why a Fiduciary Matters?
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...

How Much Are You Paying For Financial Advice?
How Much Are You Paying For Financial Advice?

Most people know how much they pay a month for Netflix, but do you know what you are actually paying for financial advice? If you are being served by a fee-only Registered Investment Advisor (RIA), like Rowling & Associates, you can be sure that your advisor is...

THE POSSIBILITIES ARE ENDLESS.

Decide what you want your future to look like and Rowling & Associates sustainable finance and tax-efficient wealth management firm will work with you to create a financial plan for getting you there.
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