Rowan Financial, LLC

Bridging the Gap Between Your Goals and Your Personal Finances

About

What Kind of Advisor Am I?
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Who Do I Work With?
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How Do I Work With 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, 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.

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Service Packages

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Fee Schedule

  • Comprehensive Financial Planning - Investment Management:  1% of Assets Managed
  • Comprehensive Financial Planning Subscription:  $199 per month
  • Financial Focus Package:  $750 flat fee

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 samples of Dave's articles in these publications