Create the Life You’re

Meant to Live

At Rowan Financial, we help people just like you put plans in place to achieve their most important goals. At our firm, your aspirations are our top priority, and we are dedicated to providing you with all the tools, encouragement and support you need to achieve a life of fulfillment and financial security.

What We Do

Dream Big While Planning Well

Our greatest value lies in helping you create the life you are meant to live rather than just hope for it. We empower you to dream big and take bold steps towards your financial and personal goals, providing the guidance and support needed to make those dreams a reality.
Dave Rowan, our firm president and founder, is a fee-only Certified Financial Planner (CFP®). He, along with the rest of our team, always act as your fiduciary advisors and combine this expertise with a heartfelt approach, making sure you feel heard and valued every step of the way.

Who We Help

Navigating Transtions
With Confidence

We deeply understand our clients’ needs for balance – creating the lives they are meant to live while being financially secure. Whether you are planning for retirement, buying your first investment property or ready for a career change, we are committed to helping you create the time needed to enjoy life with friends and family and take good care of yourself.

Real Estate
Investors

Real Estate
Investors

We assist new real estate investors by teaching you how to buy your first property and we work with experienced investors to analyze and optimize your current real estate portfolio in the context of your overall personal finances and income diversification strategy.
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Pre -
Retirees

Pre -
Retirees

We partner with pre-retirees and retirees to help you navigate the complexities of retirement planning to build towards a secure and fulfilling future.
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Life In
Transition

Life In
Transition

We recognize the significance of individuals going through life transitions, and we provide invaluable support and guidance during these transformative moments to aid in uplifting your financial confidence.
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New
Families

New
Families

We offer personalized financial plans and advice to families, helping you achieve your financial goals, secure your future, and navigate important life milestones with confidence during this busy life phase.
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Get Started

Take the First Step

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards creating the life you are meant to live by booking a consultation with us today.

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How We Help

Guiding You To Financial Freedom

We believe true financial success is about creating a solid foundation for the life you are meant to live, not just accumulating money. Our comprehensive services help you build, protect, and grow your wealth by optimizing your saving and spending habits and equipping you with the skills to make informed decisions, making us your trusted partner on the journey to freedom and success.

building lot

Building
Wealth

Building wealth is about creating a solid financial foundation through personalized income management, investing, and income diversification, optimizing your saving and spending habits, and guiding you to a diversified portfolio tailored to your goals.

financial

Protecting
Wealth

We understand that protecting wealth is as crucial as building it. Knowing this, we offer comprehensive services in tax management, risk management, and trust and estate planning to safeguard your financial well-being.

financial advisors

Planning
Packages

Our specialized planning packages are designed to provide you with the skills and insights needed to make informed decisions based on your unique circumstances. We have plans tailored to new and experienced real estate investors, pre-retirees, new families and people navigating a major life transition.

Thinking About Buying Your First Investment Property?

Who We Help

Nurturing Your Future With Care

We strive to deliver solutions as unique as you are, grounded in the values symbolized by the rowan tree – a beacon of stability and growth. Our mission is to help you create the life you are meant to live by understanding what truly matters to you and crafting personalized plans to achieve your unique goals and dreams.

Guided by core values of care, empathy, integrity, excellence, and personal growth, we provide transparent, experienced financial advice, ensuring you feel valued and supported every step of the way.

future

Getting Ready for Retirement?