High Earners
Suddenly Wealthy
Retirees / Pre-Retirees
Life Transitions
Business Owners
Philanthropists
Sustainability-Conscious
Minorities & Allyships
Emerging Investors
Who We Serve
Helping clients like you through all walks of life.
Everyone’s financial circumstance is different, and everyone has their own unique dream of what they’d like their future to look like.
Rowling & Associates serves a wide range of clientele with one goal in mind: helping each of them achieve the future of their dreams.
Whether you’re at the beginning of your financial planning journey or well on your way, and regardless of your current wealth or status in life, we would welcome the opportunity to help you achieve the future your dreams as well.
High Earners
Executives
Managers
Entrepreneurs
Venture Capitalists
Pilots / Copilots
Medical Professionals
Dental Professionals
Engineers
Physicists
Judges / Attorneys
Suddenly Wealthy
Heirs / Heiresses
Trust Fund Recipients
Lottery WinnerS
Legal Awards & Settlements
Business/IPO Windfalls
Retirees / Pre-Retirees
Couples Retirement Planning
Singles / Widows / Divorcees
Early Retirement
Self-Employed / Small Business Owners
Retiring Executives & Managers
Social Security / Medicare Assistance
Aging In Place
Assisted Living Planning
Semi-Retirement
Temporary Retirement
Life Transitions
Marriage / Divorce
Having Children
Loss of Spouse
Loss of Child
New Pet(s) / Loss of Pet(s)
Moving / Relocating
Estate Distribution
Education Planning
Trust Funds
Inheritance / Legacy Planning
Growth, Closing, or Sale of Business
Job / Career Changes
Illness / Disability
Business Owners
Entrepreneurs / Solo-Preneurs
Business Model / Entity Selection
Valuations For Business Sale
Employee Benefit Plans
Stock Options
Family Business Transitions
Business Tax Planning & Returns
Philanthropists
Charitable Giving Planning
Endowments
Donor Advised Funds
Charitable Remainder TrustS
Inheritance / Legacy Planning
Tax-Free Donations
Non-Cash Contributions
Sustainability Conscious
New & SEasoned Investors Alike
SRI Investors Looking for Better Economic Value in Investments
Corporations with Sustainability Initiatives & Programs
Businesses looking to Support community and Society Betterment
Non-Profits with Sustainability-Focused Missions
Philanthropists, Environmentalists, Conservationists, and more!
Minorities & Allyships
Women-Owned Businesses
Women in management & Mid-Level Executives (Female leaders)
LGBTQ+ Individuals & Allies
RAcial & Ethnic/Ethno-linguistic Communities
Veterans in Civilian Workforce
Persons with Disabilities
Organizations & Associations Supporting Minorities
Emerging Investors
Millennials / Young Investors
REcent Graduates
Recently Promoted
Crypto Investors Looking for more stable investments
Prior DIY Investment Tools users
Suddenly Wealthy with no prior investing experience
Who Needs a Financial Advisor?
Wherever you are on your financial journey we’re here to help you achieve the future your dreams. If you think you might need a financial advisor, give us a call to discuss how our financial planning and wealth management services might assist you.