Putting Our Clients First for 25 Years
Unbiased fee-only asset managers
Investment management and financial planning expertise
Consolidated online reporting
Customized portfolios aligned with your goals
Coordinated tax planning and preparation
A well-defined roadmap for achieving your goals
Rollins Financial was recently named by CNBC as #20 in its second annual list of the top 100 wealth management firms (fee only) in the U.S. Firms were ranked by the CNBC Digital editorial team, along with Meridian-IQ, using a formula which evaluates assets under management; having staff with professional designations; working with CPAs, attorneys or other third-party professionals; average account size; growth of assets; years in business; number of advisory clients; and providing advice on insurance solutions. Rollins Financial, Inc. achieved the highest rating of any firm based in the state of Georgia.