Atlanta-based Rollins Financial Advisors is a registered investment advisory (RIA) firm, as well as a full-service Certified Public Accounting firm, putting our clients first for more than 30 years.
We offer expert tax, accounting, consulting, compliance, and investment management services for individuals, small businesses, and corporations nationwide. Rollins Financial Advisors is an independent investment advisory firm with a commitment to objectivity, transparency, and disciplined investing.
We continually have your long-term financial goals in our line of sight, rather than emotionally charged reactions to the sometimes-volatile financial market. We’re constantly analyzing new developments in tax law with your financial best interests in mind. Our firm’s reputation reflects the high standards we demand of ourselves.
Our clients rely on competent advice and fast, accurate personnel. We are proud of our tax and accounting staff and the technical capabilities they possess. We demand integrity and professional expertise of everyone on our staff. We limit the number of clients we take on so that we can address your concerns and satisfy your needs quickly.
Whereas many competitors accept financial incentives for recommending certain products, we never accept or participate in such activities. This allows Rollins to remain objective, only offering financially efficient investment solutions that we believe to be in the best interest of our clients.
Rollins Financial is a small firm, which makes it possible for our clients to be part of a valued community. We recognize that every client’s financial situation is unique and needs personalized problem-solving. Our attention to detail means our clients can feel confident about making major decisions such as investing or expanding their business. Of course, we focus on numbers, but the larger focus is on you.
Every client retains ownership of his or her own assets and receives independent monthly statements and trade confirmations directly from the well-known brokerage firms with whom we work.