Rowley Financial

Rowley Financial is a Registered Investment Advisor (RIA). 

As such, we are a fiduciary for our clients' investments. 

We do not offer commission based investments.  We're compensated by value-based fees on our client accounts.  When our clients do better, we do better.

Rowley Financial was started in 2000 but we've managed client investments, provided financial planning and insurance since 1994.

Rowley Financial is a member of the Financial Planning Association.
 

We provide genuinely independent and objective financial assistance. Unlike traditional Wall Street firms, we are able to serve the needs of our clients, without the pressure to promote in-house products and corporate agendas. Our firm is committed to excellence in client service as we help our clients pursue their personal financial goals. Their financial future is as important to us, as it is to them. 


Our Relationship With Every Client begins with an in-depth evaluation of their current financial situation. We determine their overall financial objectives, and then focus on their specific goals, investment time horizon, and risk tolerance. Only then, do we suggest appropriate financial strategies to help our clients pursue their goals. In an ever-changing economic climate, with volatility in the equity and fixed-income markets, we advocate an asset allocation approach to investing over the long-term and maintaining a focus on client investment goals.

Client Service is our watchword. Above all, we value the trust our clients place in us, and assure complete confidentiality. We offer regular face-to-face portfolio reviews and online access to accounts and statements


Services For Individuals
- Investment Portfolio Management and Analysis
- Tax Reduction Strategies
- Retirement Planning and Investing
- College Planning and Investing
- Life, Disability, Health and Long-Term Care Insurance
** Most of our investment clients receive financial planning for no addtional cost


Services for Businesses and Organizations
- Retirement Plans (401(k), SEP, SIMPLE, Profit Sharing, Keogh, etc.)
- College 529 Investment Programs
- Cash Management Programs

Investments Available
- Over 10,000 Mutual Funds
- Exchange Traded Funds (ETF's)
- Common and Preferred Stocks
- US Treasury and Corporate Fixed Income Investments
- Tax-Free Municipal Securities
- Money Market Funds and Certificates of Deposit
- Tax Deferred Fixed and Variable Annuities