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Our Clients

Navigate Financial Transitions with Confidence

Rowan Financial specializes in helping our clients navigate financial transitions with confidence. Whether you are looking to start or grow your real estate investment portfolio, plan for retirement or make a major career change, our team helps you marry what matters most to you in your life with a solid Financial Plan.
As your advisor, we help you “do the math” to discover what your best financial options are. And just as importantly, we talk about what matters most to you in your life in terms of your interests, your health and your loved ones so that you can strike the right overall balance between how you spend both your time and your money.
The result of these discussions will be a prioritized list of the short-term and long-term actions you can take that will have the biggest, positive impact on your personal finances and help you create the life you are meant to live.
Contact Dave Rowan, CFP®
clients

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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Educational Resources

10 Year Property Pro Forma Calculation

10 Year Property Pro Forma Calculation

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Rewiring Your Money Brain

Rewiring Your Money Brain

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Creating the Life You are Meant to Lead

Creating the Life You are Meant to Lead

Do you want to “play it safe” or do you want to create the life you are meant to lead? I definitely was raised to

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This website is limited to the dissemination of general information about Rowan Financial, LLC’s services, together with access to additional investment-related information, publications and links. Accordingly, the publication of this website should not be construed as a solicitation or offer to effect, or attempt to effect, transactions in securities or personalized investment advice for compensation over the Internet. The material on this website is without regard to the specific investment objectives, financial situation or particular needs of any visitor. Any opinions expressed on this website do not constitute investment advice. Rowan Financial, LLC is registered with the Pennsylvania Department of Banking and Securities. Rowan Financial, LLC and its representatives are in compliance with the current registration requirements applicable in the states that our current clients reside within. Rowan Financial, LLC and its representatives may only transact business or communicate individually with any client/prospective client about rendering investment advice or solicit or negotiate the sale of investment advisory services in those states it is registered within, or where it qualifies for an exemption from registration. To determine whether or not our firm is permitted to conduct business in your state, contact our office or your state’s securities law administrator. You can also find this information at www.adviserinfo.sec.gov.

Our CRD number is 146650. We have provided services to clients in over 20 states all across the country. Although we may not be currently registered in your state, we’ll do so if it’s required to provide our services to you.
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