Dave Rowan, CFP®, MBA Rowan Financial, LLC

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About Dave Rowan, CFP®, MBA

Hi! I’m Dave Rowan, CFP®, MBA. I am a Fee-Only financial planner and real estate investor. My team helps professionals, real estate investors and entrepreneurs grow, organize and protect their wealth. And, ultimately, we love being a part of your 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.

As a Fee-Only fiduciary firm, we work for you, not for Wall Street. That’s why our fees are inclusive and transparent.

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, looking for unbiased advice on what to do.

Fee-Only specifically means:
– We do not accept commissions or kickbacks from anyone for anything. Our advice is always unbiased.
— All fees are easy to understand. You pay us a flat monthly fee or a fee based on the assets we’re managing on your behalf. No hidden surprises!
— We hold ourselves to the highest fiduciary standard and always put your interests ahead of our own.

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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Ideal Clients

  • Career Changers
  • Coronavirus Relief
  • Entrepreneurs
  • Pro Bono
  • Real Estate Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Hourly Fee: $295+/hr
  • AUM: 1.00%

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