Putting Our Clients First for 25 Years

  • Unbiased fee-only asset managers

  • Investment management and financial planning expertise

  • Consolidated online reporting

  • Personalized service

  • Wealth management

  • Customized portfolios aligned with your goals

  • Coordinated tax planning and preparation

  • Retirement provisions

  • 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.

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