A complete list of active advisors currently associated with Rookwood Wealth
Warmer can help you find a great advisor at Rookwood Wealth or one who fits your needs even better.
Rookwood Wealth provides investment management and ongoing financial planning to individual clients, including high-net-worth individuals, using a fee-only compensation model and standard percentage-of-assets billing for discretionary portfolios. Services include tailored financial planning—covering retirement, tax-aware investing, estate planning, and business planning—and continuous portfolio supervision. The firm’s investment approach emphasizes asset allocation guided by Modern Portfolio Theory, combining passive and active funds and applying fundamental analysis to select individual securities and funds. Portfolios are managed on a discretionary basis with an emphasis on long-term allocation, periodic rebalancing, and limited use of option strategies only as risk-reducing overlays. Distinctive features include a very small client base and assets under management (roughly $8.7 million across six client relationships) and recent establishment in 2025, which may affect capacity and service model compared with larger peers. The principal is a CFA charterholder with graduate-level training in economics and maintains a modest outside real estate investment role; the firm also does not aggregate trades into block orders, does not participate in wrap programs or performance-fee arrangements, and recommends an institutional custodian platform for execution and custody.
To learn more about the advisors currently working at Rookwood Wealth, 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 |
|---|---|---|
Silver Spring, MD
| 5
|
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