Financial Planners near New Hope

“My husband and I have worked with a few different financial advisors over the years, and none compare to Rockwood Wealth Management. They consistently go above and beyond, providing thoughtful, unbiased advice and taking a truly comprehensive approach to financial planning. The entire team is exceptionally friendly, responsive, and knowledgeable, and we look forward to every meeting. I cannot recommend them enough!“

“My wife and I are not exactly financially savvy, and have been looking for a financial advisor who would give us their expert advice, not just make the usual recommendations for where to invest, etc. We also needed estate planning services.We noticed Yardley Wealth Mgmt did both and was located nearby, so we made an appointment, slightly dreading it — money and death, I'm not sure which I'm less comfortable discussing..

We couldn't be happier we met Michael and his team at YWM. They are a truly refreshing group of people: obviously experts in their fields, but also genuine, warm, and empathetic. The level of communication has been great (at least on their end: they are very responsive, whereas we... sometimes take a bit to respond).

I can't imagine anyone we'd trust more than Mike, Karen, Maureen, Amy — everyone, really — to help us prepare for our future. I'm not big on writing online reviews, but this is one I was happy to write. I really couldn't recommend this team more.“

“We've worked with the team at Innova Wealth Partners for the past 3 years and can honestly say they stand out from the typical financial advisory firm. They take the time to actually understand your situation rather than just pushing products. The retirement and tax planning guidance is thorough, practical, and explained in a way that makes sense. If you're in the Bucks County area and looking for advisors who genuinely have your best interest in mind, these are your people!“

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“Today I had a phone consultation with a wonderful man named John D'Angelo. We talked for 45 minutes and he was extremely helpful and informative. Financial planning is such a sensitive topic and he was very easy to talk with and understand. He gave me advice and tips on how to start this grueling process. Thank you John for the time you spent with me today. Jane“

“Wouldn’t trust anyone except Riley to take care of my money! Best decision I’ve ever made!“

“I have been with Dave since my retirement in 2020.

He is fantastic to work with being thorough, timely and ethical. He asks questions that relate particularly to me and listens. I never feel I leave our calls without understanding everything we had covered. He answers all my questions about my portfolio thoroughly and with patience.

I would recommend Dave to anyone that is “in the market” for a financial planner“

“Beth did such a great job setting up a retirement fund for me made it simple and feel like I’m in trusted hands!!!“

“Been with them for decades. Have taken care of my finances like I was part of their family. People are wonderful and caring. W“

“Frank Fisher is a consummate professional. He has great insight into the investment field and has helped guide me since working for Raymond James.I would recommend Frank highly to help manage your portfolio.“