Robert Schultz (CFP®, ChFC®)

Robert Schultz focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

FT 300 List: Top Registered Investment Advisers 2018 - June 2018  Financial Times

FT 300 List: Top Registered Investment Advisers 2019 - June 2019  Financial Times

CNBC: Top 100 fee-only wealth management firms - Ranked #20 - June 2015 CNBC

Accounting Today: Top 150 Firms by AUM - 2017 - 2019

We offer independent investment management services for individuals, small businesses and corporations nationwide. Rollins is an independent investment adviser firm with a commitment to objectivity, transparency and disciplined investing.

Imagine your financial planner and accountant, working in harmony. Just for you.

Beyond being just a financial planning firm, Rollins Financial brings a wealth of taxation knowledge to our clients too.  Our sister firm, Rollins & Van Lear, is a full-service CPA firm that can handle everything from tax returns to corporate audits and retirement plans.  We are not just outsourcing those services to someone else and hoping that they take care of our clients.  Instead, the partners and staff of both firms work to handle how taxes and investments fit together and work together all to help our clients.

Additional Information

Robby is a Partner and Wealth Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant. He evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry including retirement plan administration, pensions, and taxation. His background in analyzing the various pension options as well as Social Security benefits has helped to guide clients when making retirement decisions.

Beyond being a member of NAPFA, Robby is also a member of the Financial Planning Association (FPA).

In addition to his duties as a Wealth Advisor, Robby has also become much more involved in the taxation side of financial planning, and he routinely helps Rollins & Van Lear during tax season.

Outside of the office, Robby is married to Danielle Van Lear Schultz (partner of Rollins & Van Lear).  The family supports numerous charities around Atlanta including Christ the King School, CURE Childhood Cancer, the Atlanta Botanical Gardens, Oakland Cemetery, Georgia Aquarium, and the University of West Georgia. Robby has served in the past on the Board of Directors of the University of West Georgia Alumni Association and on Board of Directors for the University of West Georgia Athletic Fund.


  • Executive Program in Financial Planning, University of Georgia, Terry College of Business
  • Master of Public Administration, University of West Georgia
  • Bachelor of Arts, History, University of West Georgia


  • Member of the Financial Planning Association (FPA)
  • Member of the National Association of Personal Financial Advisors (NAPFA)
  • Member of the Fee-Only Network

NAPFA Start Date

January 19, 2018


This Office

3343 Peachtree Rd NE Ste 500 Atlanta, GA 30326 Phone: (404) 892-7967