Mark Kelly
Rockwood Wealth Management
Principal
Mark Kelly
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. - Mark Kelly
Fee-Only financial planner located in New Hope, PA, serving clients locally and across the country
Mark is a partner at Rockwood Wealth Management and has over 18 years of experience. His specialty is in working with high-net worth clients in all aspects of wealth management, including advanced financial planning, asset management, risk management, as well as tax and estate planning.
Prior to joining Rockwood Wealth Management, Mark has served as a seasoned wealth management practitioner with experience that includes positions as a Portfolio Manager at Hirtle, Callaghan & Co., a Director at Convergent Wealth Advisors, a Co-Founder of Copper Beech Advisors, a Personal Financial Manager at Pitcairn Trust Company, and a Senior Associate at Coopers & Lybrand.
Mark earned a Bachelor of Science degree in Accounting from The Pennsylvania State University and a Master of Science degree in Taxation from Widener University. Mark is a Certified Public Accountant and also holds the Chartered Alternative Investment Analyst designation.
Mark lives in Lansdale, Pennsylvania with his wife, Michelle, and their two children. Mark enjoys the beach, traveling, and spending time with his family and friends.
Mark Kelly 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.
Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm located in New Hope, PA.
Client Focused. 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.
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
-
Mark Kelly is a NAPFA Associate MemberThe 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.
Contact Mark Kelly
Office Locations:
-
6236 Lower York Rd
New Hope, PA 18938
