A complete list of active advisors currently associated with Rockford Financial Planning
Warmer can help you find a great advisor at Rockford Financial Planning or one who fits your needs even better.
Rockford Financial Planning serves individual clients, including high-net-worth households, and provides consulting to employer retirement plans. The firm delivers continuous investment management alongside written financial planning services offered as ongoing comprehensive engagements and limited-scope hourly work, managing roughly $79.7 million across about 118 client relationships. The firm primarily implements passive, asset-class-based portfolios using index mutual funds and ETFs and manages accounts on a discretionary basis in line with each client’s investment policy and risk tolerance. Unusually for firms of its size, Rockford offers investment management exclusively through a wrap fee program that combines advisory, trading, and most custodial services into a single client billing arrangement, a structure that can affect trade execution and turnover considerations. Noteworthy features include its status as a wrap fee program sponsor, which is uncommon among supported peers, and a compact advisory team that manages a material level of assets relative to its size. The practice also combines retirement plan consulting with individual financial planning and portfolio management, and emphasizes written plans and ongoing monitoring as part of its service model.
To learn more about the advisors currently working at Rockford Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, DE
| 3
| |
Wilmington, DE
| 25
|
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