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  • Published Date

    April 11, 2019
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f You Don't Know What Fee-Only" Means... ...you are going to be really mad when you find out. ROCKWOOD WEALTH MANAGEMENT Investment Management and Financial Planning for Prosperous Individuals and Their Families Our independence is extremely important to us, and to you. It allows us to make recommendations that fit perfectly with your goals-not sales targets or corporate prejudices of brokerage houses or banks. You see, as fee-only advisors, we insist on a fully transparent process with no hidden conflicts of interest and no corporate biases. We only work for you. John R. Augenblick, MBA, CFP® Brian D. Booth, CFP® Kenny B. Bauer, EA, CFP® Dina Megretskaia, EA, CFPe Rob T. Stephenson, AIF Mark T. Kelly, CPA, CAIA, MST Sam W. Feldbaum, MST, CFP® Megan J. Lottier, MST, CPA Craig E. Morgenstern, CFA Scott Kelley, MBA 267.983.6400 | www.RockwoodWealth.com | New Hope, PA