Rolek Retirement Planning

Rolek Retirement Planning

Rolek Retirement Planning

Fiduciary Financial Advisor. Certified Financial Planner. Retirement Planning Expertise.


We are a Registered Investment Advisor primarily serving Pennsylvania clients throughout the Greater Philadelphia Area including Berwyn, Villanova, Malvern, Newtown, Langhorne and many local towns nearby. Kyle Rolek is a Fiduciary Financial Advisor and Certified Financial Planner. 

Our expertise is retirement planning. Retirement planning is all we do.

We are a fiduciary in all cases. We do not get paid hidden commissions or hidden fees, and we do provide advice that we firmly believe is in our clients' best interest at all times. 

We work with those planning to retire from their full-time jobs within the next 10 years or so, and those who are already retired. We provide focused, written, actionable, comprehensive financial plans.

Learn more about why clients choose us here: Why Rolek

Learn more about the Fiduciary Difference here: Fiduciary Financial Advisor

If you'd like more detail, here's a link to our book: Retirement Planning Book

Think you should hire a Fiduciary Financial Advisor with retirement planning expertise? Fill out the “Request Consultation” form, call us at 267-427-5667, or email