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Our Services

Rounds Financial Services offers a full array of Investment and other Financial Services.

The company focuses on Retirement Wealth Building and Management through the use of Exchange Traded Funds. Its Trademark CaMDAR® Investment Method was designed to give both the small and the large investor an opportunity to share in the market place using the Rounds Market LEADER Philosophy. LEADER is an acronym for Long-term, Early-start, Attribute-driven, Diversified-holdings, Expense-conscious, Rebalance-periodically.

Our Services

Advisory Services

  • CaMDAR® Investment Method


  • 401K, 403Bs…
  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • Variable Annuities


  • 529 Plans


  • ETFs
  • Mutual Funds
  • Stocks
  • REITs

Income Protection

  • Government Bonds
  • Corporate Bonds

Legacy Protection

  • Variable Life
  • Variable Annuities