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 Advisors can help.

 
 

Entrepreneurs

Life Events

Executives

Retirees

 

Professionals

 
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What we do

Rollins Financial Advisors provide a full range of financial planning and accounting services. We work transparently and diligently to ensure your financial health.

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WEALTH MANAGEMENT

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FINANCIAL PLANNING

TAX ADVICE

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FIDUCIARY

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RETIREMENT PLANS

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WEALTH TRANSFER & PHILANTHROPY

Recognitions

Rollins Financial Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. This is the third year in a row that Rollins Financial Advisors 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.

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Rollins Financial Advisors, LLC is pleased to announce it has been named to the Financial Advisor Magazine’s 2021 RIA Survey & Ranking of the Top 50 Fastest-Growing Firms (with more than $500 Million in Assets Under Management). Rollins Financial ranked #41 on the list after having an impressive growth of 41.38% in assets in 2020. This is the first year the firm has been included in this exclusive list recognizing some of the top independent RIA firms in the U.S. In addition to being ranked in the Top 50 Fastest-Growing Firms, Rollins Financial was ranked #331 overall, finishing the year with $953.82 Million in Assets Under Management (as of June 30, 2021, the Firm managed in excess of $1.1 Billion).

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These rankings should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Rollins is engaged, or continues to be engaged, to provide advisory services; nor should these rankings be construed as a current or past endorsement of Rollins or its representatives by any of its clients.

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

Does this sound familiar: "You might want to ask your CPA about that..." With most financial planners, coordination with their client's CPA is rare, at best. Taxes and accounting are a separate world beyond their immediate concern. All too often, you miss tax savings and other opportunities because of the disconnect between your financial planner and CPA.

At Rollins Financial Advisors, we offer financial planning and accounting under one roof. We are a full-service Certified Public Accounting firm providing tax, accounting, consulting, and compliance services since 1981 to individuals and businesses of all sizes.

Since our financial planners work side-by-side with our accountants, we can get answers quickly to complex tax questions—answers that can mean significant savings for you. Everyone is on one team—your team—coordinating your financial future.

Meet the Firm

Atlanta-based Rollins Financial Advisors is a registered investment advisory (RIA) firm, putting our clients first for more than 30 years.

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



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.