John R. Augenblick| CFP®, MBA
Rockwood Wealth Management
- Business Owners
- Women in transition
- Non-traditional families
- Investment Management
- Retirement Planning
- Business Planning
- Fee-Only Financial Planning
- Tax Planning
- College Education Planning
- Estate Planning
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.
Prior to joining Rockwood Wealth Management, John worked as a Fee-Only financial advisor at Toal & Associates, LLC. John previously served his country as a naval officer in the submarine warfare community. A certified nuclear engineer, John supervised the operation of naval nuclear reactors and was responsible for nuclear weapons targeting and training.
John graduated from the United States Naval Academy with distinction, earning a degree in Systems Engineering. While teaching engineering at the United States Naval Academy, John earned his MBA at Johns Hopkins University where he focused his studies on portfolio development, investment analysis, and corporate management. John is a CERTIFIED FINANCIAL PLANNER™ Practitioner and has earned a Certificate in Financial Planning from Florida State University.
John lives in Solebury, Pennsylvania with his wife, Elizabeth, and their two children. John is an automobile enthusiast, an advocate of land preservation, and enjoys playing soccer, sailing, traveling, and spending time in Bucks County with his family and friends.
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?
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.