John Augenblick (CFP®, MBA)

John Augenblick focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

High Net Worth Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Advanced Planning for Business Owners
Stock Option Planning for Corporate Executives
Strategic Investment and Tax Planning for Retirees

Additional Information

John was born and raised in New Hope, PA and returned home as a founder of Rockwood Wealth Management. He cares deeply about his local community and writes a finance column for the Bucks County Herald independent newspaper, as well as serves as the Chairman of the Board for the Mercer Museum and Fonthill Castle.

?John previously served his country as a naval officer in the submarine warfare community. A certified nuclear engineer, John supervised the operation of naval nuclear reactors and was responsible for nuclear weapons targeting – so yes, he is guilty of being a bit overly analytical at times. These days, however, he much prefers sailboats and sunshine to submarines and warfighting.

John graduated from the United States Naval Academy with distinction, earning a degree in Systems Engineering. While teaching engineering at the United States Naval Academy, John earned his MBA at Johns Hopkins University where he focused his studies on portfolio development, investment analysis, and entrepreneurship.

John still lives in New Hope, Pennsylvania with his wife, Elizabeth, and their two children. Outside the office, you can almost always find John on the soccer field. You might also catch him gardening, enjoying nature on a quiet trail in the Catskills with family, teaching his kids to snowboard, or sharing a hard-to-find craft beer with his friends.