John Augenblick
CFP®, MBA
Rockwood Wealth Management
Financial Advisor
John Augenblick
CFP®, MBA
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. - John Augenblick, CFP®, MBA
Fee-Only Financial Advisor serving New Hope, Bucks County, PA area.
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.
John Augenblick is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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
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John Augenblick is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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John Augenblick is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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 John Augenblick
Office Locations:
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6236 Lower York Road
New Hope, PA 18938
