We are an Independent, Fee-Only Financial Planning and Investment Management Firm located in New Hope-Solebury, Bucks County, PA. Our financial advisors service clients around the globe as well as the adjoining local markets of Doylestown, Buckingham, Newtown, and Yardley, Pennsylvania
6236 Lower York Road | New Hope, PA 18938
Telephone: 267-983-6400 Fax: 267-535-2855
At Rockwood Wealth Management our financial advisors are dedicated to the delivery of comprehensive financial plans and risk controlled portfolios as unique as the clients for whom they are individually tailored. We firmly believe that maintaining a Fee-Only practice is the most ethically responsible method for accomplishing our clients goals and strengthening client relationships. For this reason our financial advisors offer no proprietary products, accept no commissions, and recommend only no-load financial instruments.
Our mission is to provide professional, independent, Fee-Only financial planning and asset management services. A commitment to a client-centric practice and unwavering integrity in all of our endeavors ensures that our clients' best interests are always our best interests. We strive to foster trust by understanding both your financial and personal goals and developing and executing strategies appropriate to your individual needs.
As Fee-Only, Independent Financial Planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in our clients' best interests.
To take control of your financial future today, contact a professional at Rockwood Wealth Management today.
Financial Planning and Investment Management for Prosperous Individuals, Families, and Institutions.