A complete list of active advisors currently associated with Roland Financial Wealth Management LLC
Warmer can help you find a great advisor at Roland Financial Wealth Management LLC or one who fits your needs even better.
Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management, financial planning, and consulting primarily to individual and high net worth clients. The firm reports about $69.2 million in discretionary assets under management across roughly 341 client relationships and operates with a small advisor team. The firm customizes investment programs to clients’ stated goals, time horizons and risk tolerances, using fundamental, technical and charting analysis to inform security selection and asset allocation. It may appoint third‑party sub‑advisors to manage all or part of client portfolios, conducts periodic (quarterly) account reviews, and reviews accounts for rebalancing and tax‑loss harvesting opportunities. Distinctive aspects of the firm include offering public educational seminars and workshops (presented as educational only and offered for a modest fee), a service that is uncommon among similarly sized advisers. The firm’s principals also operate an affiliated insurance business and devote material time to insurance activities; they may offer insurance products and receive separate insurance compensation, a conflict the firm says it mitigates through disclosures, procedures and its fiduciary obligations.
To learn more about the advisors currently working at Roland Financial Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Erie, PA
| 0
| |
Erie, PA
| 11
| |
Erie, PA
| 9
|
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