Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stephenson is a Certified Financial Planner with over 10 years of experience in the financial services industry. Robert is a registered Investment Advisor Representative with Rockwood Wealth Management, LLC in New Hope, PA. Robert is committed to providing personalized financial advice and investment management services to individuals, families, and businesses. His expertise includes financial planning, retirement planning, investment management, and wealth management. Robert is dedicated to helping clients achieve their financial goals.
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
10/30/2015 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
IA
Issued 10/30/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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