Samuel Feldbaum

CFP®, MST

Rockwood Wealth Management

Principal

Samuel Feldbaum

CFP®, MST

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. - Samuel Feldbaum, CFP®, MST

Fee-Only Financial Advisor serving New Hope, Bucks County, PA area.

Samuel Feldbaum 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, Samuel Feldbaum is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Sam is responsible for advising affluent families and institutions. He functions as a trusted advisor on all matters pertaining to his clients’ financial planning and investments. His broad understanding of capital markets, taxation, insurance, and estate planning allows him to address issues critical to intergenerational wealth transfer.

Sam's responsibilities include engineering long-term investment plans aimed specifically at achieving his clients’ stated goals. He establishes comprehensive financial planning solutions for his clients using sophisticated portfolio analysis tools. Sam works closely with his clients’ tax and legal advisors to ensure a multi-faceted approach to wealth planning. 

An active member of the National Association of Personal Financial Advisors, Sam is committed to the development of fiduciary wealth management. 

Samuel Feldbaum 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.

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

Contact Samuel Feldbaum

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Office Locations:

  • 6236 Lower York Rd
    New Hope, PA 18938

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