We believe in simple ideas, strong relationships, and lasting impact.
Our mission is to simplify the complex for our clients while becoming an essential coach and guide in their financial lives. Through passion and commitment, we achieve this by bringing our experience, a vast array of resources, and focus on
making a difference as we help our clients define and pursue their vision of financial success.
What We Do
Life-Stage Planning
Retirement income planning
Social Security and Medicare timing
College funding strategies
Major life transitions
Legacy planning
Wealth Management
Portfolio construction
Tax-aware investing
Ongoing rebalancing and monitoring
Non-traditional strategies
Performance reviews and client access
At Storms & Rowdon, we believe meaningful guidance begins with understanding what matters most to you. Through a collaborative approach and personalized attention, we use Asset-Map to create a visual snapshot of your household, resources, and financial priorities. This process provides a starting point for thoughtful conversations and greater clarity about your financial life.
Click below to start the Asset-Map process today!
Our Process
A financial plan is the cornerstone of our relationship with clients. It provides clarity around your financial situation and a map for the future. We believe a collaborative approach leads to meaningful guidance, so together we engage in an interactive process that lays the groundwork for strategies and decisions made with intention and purpose. Our clients want more than returns; they want clarity, commitment, and a relationship that lasts.
Connect
Start with an open conversation to see if we are the right fit to help you reach your financial goals.
Discover
A mutual exploration in which we get to know your situation and goals while you learn how we work. Together we build a map of your financial position and confirm the picture is complete.
Design
Recommendations are explored and a course of action is presented that aligns with your goals and values, giving you a clear view of what working together looks like.
Integrate
Onboarding, account setup, and implementation begin, putting the plan into motion and establishing the rhythm of the relationship moving forward.
Review
Through scheduled reviews and ongoing access, we track progress and adjust as your life, the markets, and your goals evolve.
