Putting Our Clients First for 28 Years

  • Customized portfolios aligned with your goals

  • Coordinated tax planning and preparation

  • Retirement provisions

  • A well-defined roadmap for achieving your goals

  • Unbiased fee-only asset managers

  • Investment management and financial planning expertise

  • Consolidated online reporting

  • Personalized service

  • Wealth management


Recognitions

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The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. The listing reflected each practice's performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice's future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

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In 2015, Rollins Financial was 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.

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Deciding whom to entrust your finances can be a daunting task. Choosing an independent financial advisor means your fiduciary interests come first.

The last thing you want from your financial advisor is investment advice driven by paid sales commissions. This is exactly what most brokerage firms do. They are compensated based on the financial products they sell.

Imagine your accountant and financial planner, working in harmony. Just for you.

At Rollins, we offer financial planning and accounting under one roof. Our sister firm, Rollins & Van Lear, is a full-service Certified Public Accounting firm providing tax, accounting, auditing, consulting, and compliance services since 1981 to individuals and businesses of all sizes.