Robby Schultz


Rollins Financial Advisors, LLC

Partner/Wealth Advisor

Robby Schultz


Rollins Financial Advisors, LLC

Partner/Wealth Advisor

As a fiduciary and fee-only planner, my focus is to be a trusted partner and give unbiased financial advice that helps you achieve your goals. - Robby Schultz, CFP®, ChFC®, CPWA®

Robby is a Fee-Only financial planner located in Atlanta (Buckhead) serving clients locally and across the country

Robert (Robby) E. Schultz III is a fee-only financial planner and Partner at Rollins Financial Advisors, LLC.  As a fee-only, fiduciary, and independent financial advisor, Robby is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Rollins Financial provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. We offer independent investment management services for individuals, small businesses and corporations nationwide. We are a fee-only, independent investment adviser firm with a commitment to objectivity, transparency and disciplined investing.

Partner and Wealth Advisor who has worked for Rollins Financial Advisors since 1998.  Robby is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and a Certified Private Wealth Advisor® (CPWA®) professional.  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 and Social Security benefits has helped guide clients when making retirement decisions.

Robby is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

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

Robby attended the University of West Georgia, where he graduated in 1996 with a Bachelor of Arts in History and then earned a Master's in Public Administration, graduating in 1998.  Before working for Rollins Financial Advisors, Robby worked as a student and graduate assistant in West Georgia’s Athletic Department for five years.  During this time, Robby became Interim Assistant Athletic Director as a graduate assistant.

Outside of the office, Robby and his wife, Danielle Van Lear Schultz (partner of Rollins Financial Advisors), and their children are members of Christ the King Catholic Church.  They also support numerous charities around Atlanta, including CURE Childhood Cancer, the Atlanta Botanical Gardens, Oakland Cemetery, and the University of West Georgia.  Robby has served on the Board of Directors of the University of West Georgia Alumni Association and the Board of Directors for the University of West Georgia Athletic Fund.

Robby Schultz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Atlanta-based Rollins Financial, Inc. is a fee-only, registered investment advisory (RIA) firm, putting our clients first for more than 25 years.



We continually have your long-term financial goals in our line of sight, rather than emotionally charged reactions to the sometimes-volatile financial market.



Whereas many competitors accept financial incentives for recommending certain products, we never accept or participate in such activities. This allows Rollins to remain objective, only offering financially efficient investment solutions that we believe to be in the best interest of our clients.



Every client retains ownership of his or her own assets and receives independent monthly statements and trade confirmations directly from the well-known brokerage firms with whom we work.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Distribution Planning
  • Retirement Account Strategies
  • Investment Management & Tax Planning

Ideal Clients

  • Business Owners and Executives
  • Young + Established Professionals
  • Retirees
  • 401(k) Plans

Working Together

  • Complimentary Initial Consultation
  • In-Office Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robert Schultz is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Robby Schultz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • ChFC - Chartered Financial Consultant
    Robby Schultz is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • CPWA - Certified Private Wealth Advisor
    Robby Schultz is a Certified Private Wealth Advisor ® (CPWA®)

    The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.

  • Financial Planning Association
    Robby Schultz is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Robby Schultz

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 3343 Peachtree Rd NE
    East Tower, Suite 500
    Atlanta, GA 30326

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser