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301-907-9030
info@ffgadvisors.com

Duane Rollins, CEPA®

Clarity. Confidence. Control. Cash Flow.



Duane Rollins, CEPA®
Wealth Management Advisor

7101 Wisconsin Avenue, Suite 1200 
Bethesda, MD 20814
(240) 534-3549
duane.rollins@ffgadvisors.com

ABOUT DUANE

After years of advising successful founders, I’ve seen a pattern: Great business owners often have messy financial lives.

Their accountants, attorneys, and advisors work in silos— each focused on their own piece instead of the whole.

 The result?

 Disorganized books. Tax surprises. Stress in your personal life. And a constant feeling of “I should be further along.” My work exists to change that.

I help business owners turn complexity into clarity, align their money with their mission, and design a life they don’t need to retire from.

We do this in two short meetings: one to uncover how much value you’re leaving on the table, and a second to decide if you want to partner with us to capture it.

I’m a Wealth Management Advisor and Certified Exit Planning Advisor (CEPA®) with First Financial Group, where I lead a specialized team dedicated to helping business leaders turn financial success into long-term significance.

Before developing the 12 Dimensions framework, I saw how fragmented advice left business owners uncertain and unfulfilled—even as their income and net worth grew. So I built a model that connects the dots: between cash flow and legacy, business value and family security, ambition and peace of mind.

I’ve also co-produced Tony-nominated Broadway productions, served as a partner to impact-driven leaders, and built communities around financial education and empowerment. That experience taught me that the best financial planning is strategic, deeply human, and provides durable cash flow for life.

When we partner together, you’ll:

  • Know precisely where your money is going and what it’s doing for you in your personal life
  • Have clear visibility into your business value and how that is positioned to help you achieve personal financial freedom
  • Save more, stress less, and gain time for what matters most
  • Feel confident you can sell, scale, or step back on your own terms

That is what financial fulfillment looks like for business owners. That is what I help them achieve.

SCHEDULE A BUSINESS VALUE AUDIT

“Being is a business owner is never just about you. It’s about the impact you have on your family, your employees, your partners, and your community. We take care of you so you can take care of them.”

What We Do
Our Specialties

    • Business Value Building

      We help coordinate your team of advisors to focus on growing enterprise value so that you have access to more income today and choices later on.

    • Cash Flow/Income Under Management

      We help clients optimize cash flow and income streams to align with their goals—ensuring liquidity, tax efficiency, and sustainable income through every stage of life.

    • Insurance Structure and Design

      Life happens. We partner with you to keep your business and personal vision on track—no matter what comes your way.

        • Cash Flow Investing

          We help you invest in ways that reduce tax exposure and improves cash flow.

        • Tax Mitigation Strategies

          Financial strategies to help reduce both your business and personal tax liability now and for when you sell/transition your business.

        • Business Exit and Succession

          A smooth transition through strategic succession or exit planning provides optimal outcomes at the time of transition.

        • Estate Planning

          Intentional transfer of wealth that accounts for your desire to build and maintain a lasting legacy

Our Strategic Alliances

Through collaboration with our strategic affiliates and advanced planning tools, we deliver tailored solutions that evolve with your goals.

benecurv

benecurv

Redefining the essence of employee benefits planning and plan management. At the intersection of innovation and care, benecurV crafts dynamic solutions tailored to empower organizations and nurture their most valuable asset: their people.

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Business Overwatch

Business Overwatch

Specialized advisory teams for business owners who want to maximize their finances, both personally and professionally.

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Bull Harbor Capital

Bull Harbor Capital

Founded by Lloyd Polmateer and Sean Joiner in 2023, Bull Harbor Capital provides comprehensive services for high-net-worth business owners and investors. Uncover new possibilities by asking the questions that matter most.

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When your business and personal finances work in harmony, you don’t just build wealth — you build fulfillment.

Discover what opportunities exist to strengthen your business and your life. Fill out this form to schedule a Business Audit.

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