Robert Vogel
CFP®
Rockwood Wealth Management
Private Client Advisor
Robert Vogel
CFP®
Rockwood Wealth Management
Private Client Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Vogel, CFP®
Fee-Only financial planner located in New Hope, PA, serving clients locally and across the country
Robert Vogel 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, Robert Vogel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Robert Vogel was born in Cape May, New Jersey and grew up in the San Francisco Bay Area. He returned east for college and has remained here ever since, settling in the Philadelphia area in 1997. He earned a BA in Philosophy from West Chester University and has worked in the financial services industry since 1998. Since obtaining his Certified Financial Planner certification in 2004 he has worked with clients from all over the country in a fiduciary capacity, helping them align their financial decision making to that which matters most to them.
Robert noticed early on in his career that clients often had multiple professionals helping with different parts of their financial picture, but those advisors rarely coordinate with each other. This resulted in gaps developing that increased risk and missed opportunities. Robert has spent the bulk of his career helping to bridge those gaps and making sure all elements of his client’s financial lives are moving toward the same end. In his free time, he is a die-hard Phillies fan, amateur mixologist, and avid collector of vintage vinyl. He lives in Montgomery County with his wife and son.
Robert Vogel 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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Robert Vogel 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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Robert Vogel 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 Robert Vogel
Office Locations:
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6464 Lower York Rd
Suite A
New Hope, PA 18938
