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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Herman is an Investment Advisor Representative with Rockwood Wealth Management, LLC, a firm based in New Hope, Pennsylvania. Benjamin is registered with the state of Pennsylvania and holds a Series 65 license. Benjamin has been in the industry since June 2023. Rockwood Wealth Management, LLC specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm serves individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
10/16/2023 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
IA
Issued 10/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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