Bushkill, PA Office

RockCrest serves individuals, families, trusts, and select business and charitable entities, including high-net-worth clients, delivering two core advisory offerings: a flat-fee comprehensive financial planning and investment management service (branded as a Personal Finance CEO service) and private markets investment consulting focused on real-estate exchanges, DSTs, and Opportunity Zone opportunities. The firm manages client portfolios as part of its bundled planning engagement and has recently stopped offering standalone portfolio management to new clients.

The firm’s planning approach emphasizes a values-based, coordinator role—consolidating clients’ financial affairs, coordinating accountants, attorneys and insurance professionals, and providing ongoing, proactive planning through a scheduled meeting cadence and an online, live financial plan portal. Investment management relies on fundamental and technical analysis with opportunistic rebalancing and discretion under the bundled service, while private markets consulting is provided on a non-discretionary basis and involves structured due diligence and review of third‑party reports.

Distinctive aspects include the integration of flat-fee, high-touch planning with discretionary investment management and included access to basic tax-preparation and estate-document support through the firm’s professional network, as well as a focused practice advising only on private real-estate alternatives rather than a broad set of alternative asset classes. The firm operates with a small, owner-operated team of three advisors that includes multiple CFP professionals and a ChFC, and emphasizes documented client agreements and client choice in implementing its recommendations.