Teamwork ultimately leads to the best decisions and most valuable client service. R&A is one team, all members actively engage in our client's success through cooperation and sharing ideas, information, and opinions. Based on Sheryl's 30-year career as an award winning and highly acclaimed financial advisor, this book provides the critical advice and guidance people need, tailored to their specific stage in life.
Services
Rowling & Associates provides fee-only wealth management, financial planning, and tax services. 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 help you streamline your approach to investing, using only no-load, low-cost, ESG mutual funds to create a diversified and tax-efficient portfolio. Figuring out how to invest your money can be tough. There are many different approaches and a vast amount of information touting various strategies and investments.
We utilize environmental, social, and governance (ESG) analysis to uncover opportunities to invest responsibly without compromise. Today, people really care about how their money can be used to make the world a better place. ESG or Sustainable Investing values companies based on specific information regarding their Environmental, Social, and Governance characteristics.
You worked hard for your money, but over time, taxes will drag down your portfolio's growth. We work hard behind the scenes to minimize the impact taxes have on your investments utilizing industry-leading rebalancing software we developed. Rowling & Associates developed one of the leading portfolio rebalancing software solutions in the country, Total Rebalance Expert.
Most likely you are seeking the services of a financial planner because you aren't comfortable with making your own wealth management decisions. The term "do-it-yourselfer" may make you nervous when it comes to retirement and investments. But, you don't need to worry! We offer an affordable, monthly plan that costs about the same as your cell phone or cable bill.
Reviews (3)
Jon Gilbert
Oct 16, 2021
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Jodi A.
Feb 16, 2020
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Rowling & Associates has been very professional and responsive to all my questions with respect to planning for the next stage of my life. They have considered all aspects of my life; salary and retirement hopes, life style, future responsibilities and probable outcomes with different scenarios. The first thing they did was review my last 3 years income taxes. After amending the last three years, I reviewed $10,000 in returns after the cost to amend the the three years! It's been a great experience and looking forward to working with the team in the future.
John B.
Sep 20, 2019
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I was looking for a financial advisor to help me plan for retirement and found Steve Doster, a member of Rowling Associates on the Cert Fin Planning org's website. I scheduled an appointment with Steve. Prior to meeting, I began my due diligence with the matter of fiduciary responsibility. This is the top area of concern mentioned on nearly every source of advice on how to select a financial advisor.
After enquiring about this, Steve sent an email cancelling my appointment.
What led to this? After the appointment, I emailed to request a document indicating whether or not he would hold
After enquiring about this, Steve sent an email cancelling my appointment.
What led to this? After the appointment, I emailed to request a document indicating whether or not he would hold
