ROWLEY FINANCIAL LLC

Overview

Rowley Financial LLC is an independent registered investment adviser that serves individuals, families and institutional clients with a fee model based on a percentage of assets under management. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services and publishes periodic newsletters. Investment activity centers on pooled public funds and mutual funds as the core building blocks of client portfolios, supplemented by separate-account management where clients or the firm retain trading discretion. Rowley Financial does not characterize itself as an active ESG investor and does not act as a capital allocator to third‑party managers in a primary fiduciary role. Portfolios are constructed to accommodate both discretionary mandates and advisory relationships where clients retain more control. That dual capability lets the firm tailor allocation and manager selection across different client objectives—retirement income, wealth preservation, and institutional or plan-level consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices