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. 

NAPFA Start Date

April 03, 2006


This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777