A complete list of active advisors currently associated with Rockwood Wealth Management, LLC

Warmer can help you find a great advisor at Rockwood Wealth Management, LLC or one who fits your needs even better.

Rockwood Wealth Management serves individuals, families and related entities — including trusts, estates, endowments and family businesses — providing financial planning, wealth management and investment management through one-on-one consultations and tailored portfolios. The multi-advisor firm manages several billion dollars in client assets and delivers ongoing portfolio monitoring and periodic reviews for clients. The firm follows a structured, passive investment philosophy grounded in market efficiency and implements globally diversified allocations primarily through mutual funds and ETFs, with a notable use of Dimensional Fund Advisors strategies. Portfolios are rebalanced as needed and the firm accepts discretionary authority; for certain held-away assets it uses a third‑party platform (Pontera) to facilitate management without taking custody. Distinctive features include operating a large, multi-advisor practice from a single office and operating on a fee-only basis without accepting commissions or soft-dollar benefits. Rockwood also discloses a range of outside activities among owners and staff — including real-estate holding entities and numerous board and volunteer roles — and it uses third‑party allocation programs for smaller accounts, which can affect how services are delivered to clients with less complex needs.

To learn more about the advisors currently working at Rockwood Wealth Management, LLC, 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.