To walk alongside you on the path to your financial future with insight and expertise.
I am committed to providing independent, objective advice to enhance the financial security of my clients. Through the advantages of competent, professional planning, I seek to empower my clients to make the best financial decisions possible. As a fee-only client fiduciary, I continue to demonstrate my commitment to serving my clients and the public's best interests.
My passion is for helping people, particularly women, achieve financial literacy. As a lifelong learner, I value education and sharing my knowledge to empower those I work with. Integrity and transparency are fundamentally at the core of all of my relationships with my clients, and I strives to make a positive impact on my clients’ financial lives.
Tess Rowland, CPA/PFS, CFP®, CDFA®
Financial Advisor
tessr@trowlandfinancialservices.com
I have worked with a wide variety of clients, ranging from company-sponsored retirement plans to high-net-worth individuals and families. One of my life’s goals is to share my financial insight to help individuals achieve financial security. Financial Services are provided on a fee-only basis.
A Partner with Proven Expertise
I believe that financial planning isn’t just about numbers – it’s about helping people build a secure and fulfilling future. Whether you’re nearing retirement or already retired, my goal is to help you create a clear financial plan that grows with you- so you can enjoy life with confidence and peace of mind.
As a lead financial planner at T Rowland Financial Services, I bring over 18 years of experience as a financial advisor, combined with a previous career as a registered nurse. I’ve dedicated my life to helping others – first in healthcare and now by guiding individuals, couples, and families toward financial security through personalized financial planning and professional portfolio management.
As a fee-only fiduciary, I provide independent, objective financial advice – always putting your best interests first. My services range from hourly, as-needed planning to ongoing portfolio management and consultative services. Whether you're just starting to think about retirement or refining your current plan, I’m here to help you make smart, informed financial decisions and provide professional portfolio management that aligns with your goals.
If you’re looking for a trusted partner to help you navigate your financial future, let’s connect.
