A complete list of active advisors currently associated with Rowan Financial LLC

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

Rowan Financial serves individual clients and families, with stated focus areas that include new and established real estate investors, pre‑retirees, and individuals undergoing career or life transitions. The firm provides financial planning and investment management—covering retirement and tax planning, cash‑flow and debt management, insurance and estate reviews, real estate planning, and business/career coaching—delivered through package engagements, hourly work, and discretionary account management. The firm’s investment approach uses an ETF‑based, dynamic strategy informed by an institutional macro/research service to adjust both broad asset‑class and sector weightings; it maintains three model portfolios and typically implements roughly 8–15 portfolio adjustments per year. Model allocations explicitly allow exposure to precious metals and cryptocurrency ETFs (the brochure cites use of a large bitcoin ETF), and the strategy is described as responsive rather than tax‑optimized given the frequency of realized gains. Distinctive features relative to many solo independent advisers include a pronounced integration of clients’ rental and development real estate into planning and portfolio design, and the disclosure that the firm’s sole owner operates separate real estate development companies and a financial coaching business while also providing pro‑bono planning—activities the firm identifies and manages as other business interests. The firm also highlights access to a nationwide network of more than 1,500 partner advisers for vetting tax and legal professionals and an active online content presence to support its coaching and education offerings.

To learn more about the advisors currently working at Rowan Financial 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
Dave Rowan	Bethlehem, PA	16

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