ROWLEY FINANCIAL

Overview

Rowley Financial is an independent, owner-managed registered investment advisor that serves individuals and families. The firm combines portfolio management and financial planning with insurance brokerage, positioning itself to deliver both wealth management and risk-transfer solutions. Fee arrangements are flexible — a mix of percentage-of-assets, hourly billing and fixed-fee engagements — which supports work with a range of client needs from ongoing discretionary portfolios to project-based planning. Investment activity centers on equity-oriented allocations with an expressed preference for liquid, exchange-traded instruments. Rowley Financial identifies as an active ESG investor and integrates environmental, social and governance considerations into its selection process. The firm also acts as a capital allocator, directing client capital to third-party managers when it makes sense for diversification or access to specialized strategies. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting support, and educational seminars. The combination of fiduciary planning, discretionary management and insurance brokerage lets the firm weave liability management and asset allocation together for typical private-client use cases.

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