Rowan Financial, LLC

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, organize and protect their wealth. 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 were meant to lead!

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 to successfully navigate this transition as well.

Our clients are

• Professionals considering a real estate or other side hustle to transition out of a day job
• People who want a fee-only advisor to help them invest in the stock market AND real estate
• Busy professionals looking to start with a more passive approach to real estate investment
• Real estate investors looking for coaching on real estate partnership formation or private lending.
• Rental property investors looking for a fee-only, comprehensive financial plan
• People with inherited rental property

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.