Kenny Bauer
EA, CFP®
Rockwood Wealth Management
Principal
Kenny Bauer
EA, CFP®
Rockwood Wealth Management
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kenny Bauer, EA, CFP®
Fee-Only financial planner located in New Hope, PA, serving clients locally and across the country
Kenny Bauer is a New Hope, PA fee-only financial planner. Rockwood Wealth Management provides comprehensive and objective financial planning and investment management to help prosperous individuals, families, and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kenny Bauer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kenny Bauer was born and raised in San Francisco and attended the University of California, Berkeley taking coursework in engineering to follow in the footsteps of his brother and one of his sisters. He thankfully switched to Business Economics and received his BA from the University of California, Santa Barbara.
After college Kenny settled down in beautiful Mill Valley, CA, and was the Chief of Administrative Services for the Marin County District Attorney’s office. During a vacation to the east coast, Kenny and his wife decided to relocate their family in 1997 to even more beautiful Gardenville in Bucks County, PA.
Kenny has served his clients as a financial planner ever since and greatly enjoys personal side of our profession. He particularly appreciates working with many of the same client families for over 20 years, often alongside multiple family generations. He is known around the office for his expertise planning for corporate executives, clients in personal or employment transition, and the complexities of international planning.
Out of the office, he enjoys the never-ending cathartic pleasures of maintaining his family’s historic home and barn – as well as tending to the veritable menagerie of animals that call it home. Don’t feel to sorry for him though, as he does occasionally receive help from his wife, two sons (both engineers) and his nursing student daughter.
Kenny is a long-time Scouting volunteer and assists with the Travis Manion Foundation, a veteran support charity. He enjoys anything to do with lacrosse as a former player, coach, parent, official and lifelong fan.
Kenny Bauer 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.
As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy.
You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek. 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.
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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Kenny Bauer 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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Kenny Bauer 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.
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Kenny Bauer is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Kenny Bauer
Office Locations:
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6464 Lower York Rd
Suite A
New Hope, PA 18938
