ROWLAND FINANCIAL SERVICES

Overview

Rowland Financial Services is a small, individually owned advisory and insurance practice that combines financial planning with portfolio management for both individuals and smaller business clients, as well as for businesses or institutions. The firm operates as a sole proprietorship and does not position itself as a capital allocator — it relies on third‑party managers and pooled products rather than direct private equity or direct deal sourcing. Advisory activity centers on fee-based advice (percentage of AUM), hourly engagements and other fee arrangements, and the firm also operates an insurance brokerage function alongside its advisory services. Investment preferences emphasize using packaged investment vehicles and outside managers rather than building proprietary asset pools. The firm does not identify as an active ESG investor. It is not registered as a multi‑state adviser and is classified as an unclassified, individual‑owner practice.

Assets & Accounts

Investments & Alternatives

Location & Offices