If You Don't Know What "Fee-Only" Means... .you are goingto be really mad when you find out. (MAROCKWOOD 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 Travis Roe-Raymond, CFA, CFP® Renee A. Schuster, CFP® Scott H. Kelley, MBA Mark T. Kelly, CPA, CAIA, MST Sam W. Feldbaum, MST, CFP Megan J. Lottier, MST, CPA Craig E. Morgenstern, CFA Rob T. Stephenson, AIF® Alaina D. Masler 267.983.6400 | www.Rockwood Wealth.com New Hope, PA If You Don't Know What "Fee-Only" Means... .you are goingto be really mad when you find out. (MAROCKWOOD 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 Travis Roe-Raymond, CFA, CFP® Renee A. Schuster, CFP® Scott H. Kelley, MBA Mark T. Kelly, CPA, CAIA, MST Sam W. Feldbaum, MST, CFP Megan J. Lottier, MST, CPA Craig E. Morgenstern, CFA Rob T. Stephenson, AIF® Alaina D. Masler 267.983.6400 | www.Rockwood Wealth.com New Hope, PA