A complete list of active advisors currently associated with Rollins Financial Advisors, LLC

Warmer can help you find a great advisor at Rollins Financial Advisors, LLC or one who fits your needs even better.

Rollins Financial Advisors, LLC provides investment advisory and portfolio management services to individuals, high net worth clients, and corporate pension and profit-sharing plans, managing approximately $1.588 billion in discretionary assets as of December 31, 2025. Services include individualized investment counseling, asset allocation planning, ongoing portfolio monitoring, market commentaries, and general accounting and tax services, and the firm may implement advice for held-away accounts such as 401(k) and 529 plans. The firm typically constructs portfolios using mutual funds and exchange-traded funds and will invest in individual domestic or foreign stocks and bonds when warranted, generally exercising discretionary authority consistent with clients’ stated objectives and written restrictions. Rollins conducts at least quarterly account reviews, maintains a Code of Ethics, and discloses fiduciary duties for retirement accounts under ERISA and the Internal Revenue Code, along with procedures for trade-error corrections and proxy voting administered through an independent service. Rollins is an indirect, wholly owned subsidiary of Focus Financial Partners and coordinates certain insurance solutions through its affiliate Focus Risk Solutions (FRS), which places insurance with third-party brokers and receives platform fees that flow to the common parent while Rollins discloses it does not share in those fees. The firm also participates in institutional custodian programs with Charles Schwab and Fidelity—receiving operational and research benefits—and discloses Focus-sponsored conferences and related third-party sponsorship relationships as potential conflicts with stated mitigation measures.

To learn more about the advisors currently working at Rollins Financial Advisors, 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.