Brian Booth

CFP®, MS

Rockwood Wealth Management

Financial Advisor

Brian Booth

CFP®, MS

Rockwood Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian Booth, CFP®, MS

(267) 983-6400

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

Brian Booth is a New Hope, PA fee-only financial planner. Rockwood Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brian Booth is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.

Brian Booth is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Brian Booth is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Brian Booth is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Brian Booth

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Office Locations:

  • 6236 Lower York Road
    New Hope, PA 18938
  • 200 Harry S Truman Parkway
    Suite 300
    Annapolis, MD 21401

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