A complete list of active advisors currently associated with Rowland Financial Services
Warmer can help you find a great advisor at Rowland Financial Services or one who fits your needs even better.
The firm provides investment management, financial planning, and employer retirement-plan services to a mix of institutional and individual clients, including corporate pensions, profit-sharing plans, and charitable organizations. Services include plan design and administration (Simple IRAs, 401(k)s, 403(b)s and church plans), participant education, and arrangements with third‑party administrators. The firm operates on a non-discretionary basis, collaborating with clients to develop client-specific investment policy statements and recommending diversified, asset‑allocated portfolios implemented largely with low‑cost mutual funds and ETFs; it seeks to limit turnover and to employ tax‑aware asset location. Reviews are performed semi‑annually and annually and clients receive custodial statements and periodic performance reporting. What is distinctive for this firm is an affiliated insurance brokerage wholly owned by the firm’s principal that provides employee‑benefit products (medical, dental, life, disability, vision) and related services, an affiliation that is uncommon among investment‑manager firms. The firm also offers standalone financial planning billed on an hourly basis and emphasizes employer retirement-plan solutions and TPA arrangements, a combination of services that differentiates it from peers focused solely on pooled or institutional asset management.
To learn more about the advisors currently working at Rowland Financial Services, 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 |
|---|---|---|
Roseville, CA
| 27
|
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