Rollins Financial Counseling

At Rollins Financial Advisors, we are dedicated to helping our clients navigate all of life's financial challenges. We believe that every person has a unique story and needs a personalized financial plan to achieve their goals. Whether you're starting a business, building your career and family, or dealing with significant changes in your personal life, we are here to help.

What We Do

As a full-service financial planning and accounting firm, we provide a range of services designed to help you achieve your financial goals. Our services include:

• Wealth Management: We offer comprehensive wealth management services, including investment management, financial planning, and retirement planning.
• Tax Advice: Our team of experienced accountants provides expert tax advice to ensure you take advantage of every available tax savings opportunity.
• Fiduciary Retirement Plans: We specialize in helping individuals and businesses create and manage retirement plans, including 401(k) plans and IRAs.
• Wealth Transfer & Philanthropy: We can help you create a plan for transferring your wealth to future generations or philanthropic endeavors.

Accolades

We are proud to have received numerous accolades for our commitment to excellence and client satisfaction. These include being named to the Financial Times 300 Top Registered Investment Advisers and ranked #41 on the Financial Advisor Magazine's 2021 RIA Survey & Ranking of the Top 50 Fastest-Growing Firms.

Your Team

Our team of experienced financial advisors and accountants work together to provide a seamless and comprehensive approach to your financial planning and accounting needs. We maintain a commitment to objectivity, transparency, and disciplined investing, ensuring that your financial goals are always our top priority.

Coordinated Services

At Rollins Financial Advisors, we believe that accounting and financial planning should go hand-in-hand. That's why we offer coordinated services under one roof. Our team of accountants and financial planners work together to ensure that your taxes, finances, and investments are all aligned with your goals.

Meet the Firm

Rollins Financial Advisors is a registered investment advisory firm and a full-service Certified Public Accounting firm. We have years of experience serving individuals, small businesses, and corporations across the country. Our commitment to excellence and client satisfaction has earned us numerous awards and accolades.