Brian  Booth

Brian Booth

| CFP®, MS

Rockwood Wealth Management

(410) 224-0097

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Fee Only Financial Planner Located in New Hope, PA & Annapolis, MD. Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Investment Management
  • Estate Planning
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • High Net-Worth Clients
  • Non-Profits & Foundations
  • Business Retirement Plans
  • Comprehensive Wealth Management

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Our Other NAPFA Members

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200 Harry S Truman Parkway
Suite 300
Annapolis, MD 21401

6236 Lower York Road
New Hope, PA 18938

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Brian Booth is a New Hope, PA Fee-Only Financial Planner serving New Hope and all surrounding areas. Rockwood Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Brian Booth is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Brian D. Booth is the Managing Member of Rockwood Wealth Management. He has twenty years of experience in personal wealth management where he focused exclusively in the areas of asset management, financial and estate planning, private banking, trust and fiduciary matters.

Before launching Rockwood Wealth Management with his partners, Brian was the Managing Member of the Booth Advisory Group, which was a comprehensive wealth management firm based in Newtown, PA. Prior to going independent, Brian worked with both privately owned trust companies as well as with some of the largest private banks in the country. He has a Masters of International Business from the Edinburgh Business School, UK and received his Bachelor of Arts from Rutgers University. He has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner since 1994 and became Certified Trust & Financial Advisor (CTFA) in 1996.

Brian is member of National Association of Personal Financial Advisors (NAPFA), the Philadelphia Estate Planning Council, the Bucks County Estate Planning Council and the Institute of Certified Financial Planners. He is also President Emeritus of the Princeton Committee on Foreign Relations and a member of the Union League of Philadelphia. He and his wife Helen live in Bucks County, PA with their two sons.

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Fee–Only Financial Planning & Investment Management  
New Hope, PA & Annapolis, MD.

Rockwood Wealth Management is a private wealth management firm offering comprehensive investment management and financial planning for prosperous individuals, families and non-profit organizations.

Is it time to pull it all together?

  • Who provides you with financial security?
  • Who minimizes your taxes?
  • Who protects your legacy?
  • Who grills your mortgage and insurance companies?
  • Who plans your kids' college funds?
  • Who vets your mutual funds?
  • Who makes sure you can enjoy a fulfilling retirement without exhausting your resources?
  • Who helps you pull it all together?

...We do.

That's why many successful individuals and their families rely on the advice and guidance of dedicated professionals like the financial advisors of Rockwood Wealth Management.

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 the client's best interests.

Rockwood Wealth Management has locations in New Hope, Pennsylvania and Annapolis, Maryland.

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