Rollins Financial Ranked #20 Among Top 100 Fee-Only Wealth Management Firms in U.S.

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
Website: www.rollinsfinancial.com

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.

Atlanta's 2014 FIVE STAR Award Winners Announced

For Immediate Release

Contact: Rollins Financial, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com

Atlanta, GA (October 1, 2014) – Joseph (Joe) R. Rollins and Robert (Robby) E. Schultz, III have both been named as 2014 FIVE STAR Award Winners by Atlanta Magazine and Five Star Professional in the October 2014 edition of the magazine. The individuals who receive these awards are selected based on a rigorous research process.

This year marks the fifth time for each to be named as FIVE STAR Award Winners by Atlanta Magazine and Five Star Professionals.

For 2014, Joe was named as a Certified Public Accountant (CPA), and he has previously been named as a Wealth Manager for 2008, 2009, 2010, and 2013.

Robby was named a Wealth Manager for 2014, and he has also been awarded this same distinction in 2009, 2010, 2012, and 2013. Approximately 4 percent of the 8,260 licensed wealth managers in the Atlanta Metro were selected to receive this award.

Five Star award candidates were nominated by their firm or a peer to be considered for this award. They were then evaluated against 10 objective eligibility and evaluation criteria, including client retention rates and fulfilling Investors Capital’s firm review based on internal standards. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies.

About Five Star Professional Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with industry peers and leaders to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in 46 markets across the United States and Canada. Five Star Professional was founded in 2005 and is based in Minneapolis, MN. For more information, go to: www.fivestarprofessional.com

About Rollins Financial, Inc. Rollins Financial, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

Atlanta’s 2013 FIVE STAR Wealth Managers Announced

For Immediate Release

Contact: Rollins Financial, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com

Atlanta, GA (October 1, 2013) – Joseph (Joe) R. Rollins and Robert (Robby) E. Schultz, III have been named as 2013 FIVE STAR Wealth Managers by Atlanta Magazine and Five Star Professional in the October 2013 edition of the magazine. The individuals who receive this award are selected based on a rigorous research process and represent less than 4% of 18,400 Wealth Managers in the Atlanta area.

This marks the fourth time for each to be named as FIVE STAR Wealth Managers by Atlanta Magazine and Five Star Professionals - Joe (2008, 2009, 2010, and 2013) and Robby (2009, 2010, 2012, and 2013).

2013 Atlanta Five Star Wealth Managers
Atlanta Magazine formed a partnership with Crescendo Business Services, an independent research firm, to identify the “best in client satisfaction” wealth managers serving the Atlanta area. In February, Crescendo surveyed, by mail and phone 95,000 high-net-worth residents in the Atlanta area and subscribers of Atlanta Magazine. An additional 9,000 surveys were sent to leaders of financial service industry companies.

On the surveys, recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.

The Five Star Wealth Manager is an award based on client satisfaction Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on average of all respondents and may not be representative of any one client evaluation.

The Five Star program is the largest and most widely published wealth manager award program in North America. As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets. The updated Five Star Wealth Manager award process includes:

Nominations by peers and firms: Wealth managers, including financial planners and advisors, CPAs and estate planning attorneys, are nominated by their firm or a peer to be considered for the Five Star Wealth Manager award. Self-nominations are not accepted.

Determination of AWARD WINNERS - Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2013 Five Star Wealth Managers.

Eligibility Criteria – Required 

1. Credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney. 
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 
3. Favorable regulatory and complaint history review. 
4. Fulfilled their firm review based on internal firm standards.
5. Accepting new clients.

Evaluation Criteria – Considered 

6. One year client retention rate. 
7. Five year client retention rate.
8. Non-institutional discretionary and/or non-discretionary client assets administered.
9. Number of client households served.
10. Education and professional designations.

Research DISCLOSURES:

• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager’s future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Atlanta magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
• Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/ selection methodology, go to www.fivestarprofessional.com.

About Rollins Financial, Inc. Rollins Financial, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

Atlanta’s 2012 FIVE STAR Wealth Managers Announced

For Immediate Release

Contact: Rollins Financial, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com

Atlanta, GA (October 1, 2012) – Robert (Robby) E. Schultz, III has been named as 2012 FIVE STAR Wealth Managers by Atlanta Magazine and Five Star Professional in the October 2012 edition of the magazine. The individuals who receive this award are selected based on a rigorous research process and represent less than 4% of 18,400 Wealth Managers in the Atlanta area.

This marks the third time that Robby has been named as FIVE STAR Wealth Managers by Atlanta Magazine and Five Star Professional (2009, 2010, and 2012).

2012 Atlanta Five Star Wealth Managers
In a consumer study about dynamics between wealth managers and their clients, Five Star Professional polled wealth managers and consumers about communications. Both groups said that connecting three to four times a year is the right communications strategy, but expectations are not aligned in all areas:

• 29% of consumers want to be contacted by their wealth manager whenever events require an update; only 7% of wealth managers say they contact clients based on the impact of events.
• 63% of consumers say they receive the right amount of communication from their wealth manager.

From research conducted by Five Star Professional, April 2011.

Wealth managers, broadly defined, are those individuals who help you manage your financial world and/or implement aspects of your financial strategies. Common examples of wealth managers are financial advisors, financial planners, investment advisers, tax advisors and estate planning attorneys.

How do you find a wealth manager with experience, who has a good base of clients with high retention rates, and who has undergone a regulatory and complaint review? And when you find them, are they accepting new clients?

Atlanta magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average one-year client retention rate for this year’s award winners is more than 96 percent.

A Select AWARD - The resulting list of 2012 Five Star Wealth Managers is a select group, representing less than 4 percent of the wealth managers in the Atlanta area.

Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year’s list.

Award CANDIDATES - In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted Atlanta award candidates were identified using internal and external research data, including a survey to more than 10,800 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC.

Determination of AWARD WINNERS - Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers.

Eligibility Criteria – Required 

1. Credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney. 
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 
3. Favorable regulatory and complaint history review. 
4. Fulfilled their firm review based on internal firm standards.
5. Accepting new clients.

Evaluation Criteria – Considered 

6. One year client retention rate (the average one-year client retention rate of this year’s award winners is more than 96 percent). 
7. Five year client retention rate.
8. Non-institutional discretionary and/or non-discretionary client assets administered (this year’s award winners administer an average of $96 million in client assets).
9. Number of client households served (on average, this year’s award winners serve 222 households).
10. Education and professional designations.

Research DISCLOSURES:

• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager’s future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Atlanta magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
• Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/ selection methodology, go to www.fivestarprofessional.com.
• 2,660 award candidates in the Atlanta area were considered for the Five Star Wealth Manager award. 607 (approximately 23 percent of the award candidates) were named 2012 Five Star Wealth Managers.

About Rollins Financial, Inc. Rollins Financial, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

The CFA Institute Welcomes Edward (Eddie) Wilcox as a New Charterholder

For Immediate Release

Contact: Rollins Financial, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com

We proudly announce that Edward (Eddie) Wilcox, Partner and Financial Adviser at Rollins Financial, has successfully completed the prestigious Chartered Financial Analyst® Program and has been accepted by the CFA Institute as a new charterholder. The CFA designation was introduced in 1963, and it has since become one of the most respected and recognized investment credentials in the world for its rigorous focus on current investment knowledge, practical analytical skills, and performing in the client’s best interest.

When Eddie decided to earn his CFA designation, he embarked on a graduate-level study program that combines a comprehensive curriculum with stringent professional conduct requirements. The program concludes once candidates pass three consecutive and increasingly difficult exams that are widely considered to be among the most intensive in the investing profession. Only around one in five candidates who enroll in the CFA Program pass all three exams and meet the professional and ethical requirements to earn the charter. Earning the designation demonstrates Eddie's mastery of the skills most needed for investment analysis and decision making in today's fast-evolving global financial industry.

"Earning the CFA charterholder has been challenging but rewarding. I believe the knowledge I've gained will be an invaluable supplement to my financial work experience as it has provided me with a strong foundation from which to draw when analyzing investments and managing portfolios," explained Eddie.

Eddie has worked for Rollins Financial for over 10 years, joining the firm as a client specialist and asset manager, and becoming a partner in 2007. His primary responsibilities are designing and modeling complex investment strategies and coordinating their successful implementation with other members of the investment advisory group. Eddie is also Rollins Financial’s chief compliance officer, and as such, he is responsible for ensuring that we are in compliance with regulatory and legal obligations.

Since completing the CFA program, Eddie has been enjoying spending some quality time with his family again. Eddie’s wife, Jennifer, also works at Rollins, and she is especially proud of his accomplishment. After all of his hard work, she’s quite happy to see Eddie chasing their very active daughters around instead of his nose being buried in textbooks all the time.

Congratulations, Eddie! We’re so glad you’re on our team.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

About Rollins Financial, Inc.

Rollins Financial, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

Atlanta’s 2010 FIVE STAR Wealth Managers Announced

For Immediate Release

Contact: Rollins Financial, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com

Atlanta, GA (October 1, 2010) – Joseph (Joe) R. Rollins and Robert (Robby) E. Schultz, III have been named as 2010 FIVE STAR Wealth Managers by Atlanta Magazine and Crescendo Business Services in the October 2010 edition of the magazine. The individuals who receive this award are selected based on a rigorous research process and represent less than 2% of Wealth Managers in the Atlanta area.

This marks the third straight year for Joe and the second consecutive year for Robby that they have been named as FIVE STAR Wealth Managers by Atlanta Magazine and Crescendo Business Services.

The Problem - Well over half of the consumer responses in the Atlanta area indicated it is difficult to find a wealth manager they trust and rely on (2009 Consumer Survey, Quantitative Market Intelligence).

With more than 25,000 wealth managers in the Atlanta area, how do you find someone who listens to you, represents your interests and operates with an emphasis on integrity and service? Atlanta Magazine wanted to help. The magazine formed a partnership with Crescendo Business Services, an independent research firm, to find out which wealth managers scored highest in overall satisfaction.

The Selection Process - Crescendo surveyed, by mail and phone, to approximately 1 in 4 high-net-worth households (over 116,000 households) within the Atlanta area. An additional 14,500 surveys were sent to local financial services industry professionals.

On the surveys, recipients were asked to evaluate only wealth managers whom they knew through personal experience and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. Both positive and negative evaluations were included in the scoring, and only wealth managers with more than five years of experience in the financial services industry were considered.

Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority), the SEC, the State Board of Accountancy, and the State Bar.

Then, before finalizing the list, wealth managers were reviewed by a blue ribbon panel comprised of individuals from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.

The resulting list of 2010 FIVE STAR Wealth Managers is an elite group, representing less than 2 percent of the wealth managers in the Atlanta area. Only 454 of the top-scoring wealth managers made this year’s list. Although this list will certainly be a useful tool for anyone looking for help in managing their financial world, it should not be considered exhaustive. Undoubtedly, there are many other excellent wealth managers who, for one reason or another, are not on this year’s list.

RESEARCH DECLARATIONS:
As with any research or recognition program, it is important that we provide you the following declarations:

• The 2010 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Wealth Managers.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
• The FIVE STAR Award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets.
• The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or Atlanta Magazine.
• Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Crescendo in the future.
• The research process for the FIVE STAR Wealth Manager Program, managed by QMI Research, incorporates a statistically valid sample in order to identify wealth managers in the local market that score highest in overall satisfaction. QMI Research does not include wealth managers on the list unless their score is statistically valid. At least fifty percent of the wealth managers in the market have a statistically valid score.
• For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com/wmresearch.

About Rollins Financial, Inc.
Rollins Financial, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

Atlanta’s 2009 FIVE STAR Wealth Managers Announced

For Immediate Release

Contact: Rollins Financial, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com

Atlanta, GA (October 2, 2009) – Joseph (Joe) R. Rollins and Robert (Robby) E. Schultz, III have been named as 2009 FIVE STAR Wealth Managers by Atlanta Magazine and Crescendo Business Services in the October 2009 edition of the magazine. The individuals who receive this award are selected based on a rigorous research process and represent less than 4% of Wealth Managers in the Atlanta area.

The Problem - Well over half of the consumer responses in the Atlanta area indicated it is difficult to find a wealth manager they trust and rely on (2009 Consumer Survey, Quantitative Market Intelligence).

With more than 15,000 wealth managers in the Atlanta area, how do you find someone who listens to you, represents your interests and operates with an emphasis on integrity and service? Atlanta Magazine wanted to help. The magazine formed a partnership with Crescendo Business Services, an independent research firm, to find out which wealth managers successfully satisfied key client satisfaction criteria and overall scored the highest in client satisfaction.

The Selection Process - In February 2009, Crescendo surveyed, by mail and phone 70,000 high-net-worth residents in the Atlanta area and subscribers of Atlanta Magazine. An additional 6,500 surveys were sent to financial services industry professionals.

On the surveys, recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. Only original surveys – no copies – returned in their specially designed envelopes were accepted as valid.

By March, stacks of surveys had arrived and Crescendo began carefully scoring each wealth manager. Both positive and negative evaluations were included in the scoring. Only wealth managers with five years of experience in the financial services industry were considered.

Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.

Then, before finalizing the list, wealth managers were reviewed by a blue-ribbon panel. The blue-ribbon panel was comprised of individuals from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.

The resulting list of 2009 FIVE STAR Wealth Managers is an elite group, representing less than 4 percent of the wealth managers in the Atlanta area. Only 579 of the top-scoring wealth managers made this year’s list. Although this list will certainly be a useful tool for anyone looking for help in managing their financial world, it should not be considered exhaustive. Undoubtedly, there are many other excellent wealth managers who, for one reason or another, are not on this year’s list.

RESEARCH DECLARATIONS:
As with any research or recognition program, it is important that we provide you the following declarations:

• The 2009 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR: Best in Client Satisfaction Wealth Managers.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
• The FIVE STAR Award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets.
• The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or Atlanta Magazine.
• Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Crescendo in the future.
• The research process for the FIVE Star: Best in Client Satisfaction Wealth Manager Program, managed by Quantitative Market Intelligence (QMI), incorporates a statistically valid sample in order to identify wealth managers in the local market that score highest in client satisfaction. QMI does not include wealth managers on the list unless their score is statistically valid. At least fifty percent of the wealth managers in the market have a statistically valid score.
• For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com/wmresearch.

About Rollins Financial, Inc.
Rollins Financial, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.