Local Independent Investment Adviser Firm Charts CNBC List of Top 100 Fee-Only Wealth Management Firms
For Immediate Release
Contact: Rollins Financial, Inc.
Phone – 404.892.7967
Atlanta, GA (June 5, 2015) - Rollins Financial, Inc. was recently named by CNBC as number 20 in its second annual list of the top 100 wealth management firms (fee only) in the U.S. Firms were ranked by the CNBC Digital editorial team, along with Meridian-IQ, using a formula which evaluates assets under management; having staff with professional designations; working with CPAs, attorneys or other third-party professionals; average account size; growth of assets; years in business; number of advisory clients; and providing advice on insurance solutions. Rollins Financial, Inc. achieved the highest rating of any firm based in the state of Georgia.
Joe Rollins, founder of the firm, said, “CNBC’s recognition is a great honor to our firm. It reflects our dedication to providing such a high level of expertise to our clients along with exceptional service.”
To view the list on the CNBC website, please click here.
About Rollins Financial, Inc. Rollins Financial, Inc. is an Atlanta-based registered investment advisory (RIA) firm with more than 25 years of unparalleled service. Rollins offers fee-only independent investment management services for individuals, small businesses and corporations nationwide. The firm holds a strong commitment to objectivity, transparency and disciplined investing, and offers a wide variety of services including asset management, financial planning, and coordinated tax planning and preparation (through its affiliated certified public accounting firm, Rollins & Van Lear, P.C.). More information about Rollins Financial, its partners, and the services the firm provides can be found at www.rollinsfinancial.com.