Rowan Financial, LLC

Helping you plan and create the life you are meant to lead.

Teaching you how to invest in real estate and build multiple sources of income while planning for a fantastic retirement.

Proudly serving real estate investors, entrepreneurs and people planning for retirement in the Lehigh Valley and nationwide.

About

What Kind of Advisor Am I?
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Who Do I Work With?
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How I Add Value for Clients.
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Hi!  I’m Dave Rowan, CFP®, MBA.  I am a fee-only financial planner and real estate investor.  We help professionals, real estate investors and entrepreneurs grow their wealth and achieve their goals. And, ultimately, we love being a part of the team that enables you to continue to pursue your dreams of full-time entrepreneurship, real estate investing or financial freedom and create the life you are meant to lead!

We have financial planning and coaching plans specifically designed to serve professionals who want to launch a side hustle, early-stage real estate investors and people approaching retirement.

I am especially passionate about helping professionals transition from a day job to full-time entrepreneurship.  I founded Rowan Financial in 2011 as a side-hustle while continuing to work a full-time corporate job for the next six years. Through lots of hard work, a mix of traditional and real estate investments, and support from family and friends, I left my day job in 2017 and now love helping fellow entrepreneurs and real estate investors successfully navigate this transition as well.

Our clients are:

  • Professionals considering a side hustle to transition out of a day job and are looking for coaching and tools to make this happen.
  • People who are thinking about investing in real estate or own a property or two. They want to quickly ramp up their efforts while avoiding costly mistakes.
  • Individuals and couples who are either about to retire or are planning for retirement. They want to make sure “the numbers work” and also want an action plan to grow, organize and protect their wealth.
  • Professionals and individuals who are looking for investment management and comprehensive financial planning services.

As a fee-only fiduciary firm, we work for you, not for Wall Street. That’s why our fees are inclusive and transparent.

We help people virtually nationwide and in person in the Lehigh Valley, Philadelphia and surrounding suburbs.

Interested in learning more?  Book a Get Acquainted Call today.

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Fee Schedule and Service Packages

Comprehensive Financial Planning - Investment Management:  1% of Assets Managed
Real Estate Ramp up Plan:     $3,000
Side Hustle Strategy Plan:      $3,000
Retirement Readiness Plan:   $2,000 - $4,000
Hourly Planning:                      $300/Hr

Schedule A Free Consultation

Getting to Know Dave

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Dave is a Certified Financial Planner® and is also a member of the Financial Planning Association® (FPA®). His background also includes a BS degree in Chemical Engineering from Penn State and an MBA from Lehigh University.

Dave is a sought after expert in the financial news media. He has been featured in various online publications including USA Today, US News & World Report, Investopedia, Nerdwallet, NASDAQ.com, The LA Times, Yahoo! Finance and The Christian Science Monitor.

Click the logos below to read Dave's quotes in the articles from these publications.