Helping our clients navigate all of life’s financial challenges

Every person has a unique story. Every client needs a personalized financial plan. Whether you’re starting a business, building your career and family, or dealing with significant changes in your personal life, Rollins Financial can help.

 
 

Entrepreneurs

Life Events

Executives

Retirees

 

Professionals

 

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What we do

Rollins Financial, in coordination with our sister company, Rollins & Van Lear, provides a full range of financial planning and accounting services. We work transparently and diligently to ensure your financial health.

WEALTH MANAGEMENT

FINANCIAL PLANNING

TAX ADVICE

FIDUCIARY

RETIREMENT PLANS

WEALTH TRANSFER & PHILANTHROPY


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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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.

Meet the Firm

Atlanta-based Rollins Financial, Inc. is a registered investment advisory (RIA) firm, putting our clients first for more than 25 years.

We offer independent investment management services for individuals, small businesses and corporations nationwide. Rollins is an independent investment adviser firm with a commitment to objectivity, transparency and disciplined investing.



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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.