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.
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.
Rollins Financial, Inc. is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. This is the second year in a row that Rollins Financial, Inc. has been included in the list. The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). 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. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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.