John
Helvie

Rockwood Wealth Management, LLC

CRD#7519312
Investment Advisor
in New Hope, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Helvie is a financial advisor based in New Hope, Pennsylvania, working with Rockwood Wealth Management, LLC. John has previously held positions as a student, at Impact Orthopaedics, Excel Physical Therapy, Fox Rehabilitation, and Rockwood Wealth Management. John has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, John is part of Rockwood Wealth Management, LLC, which operates out of New Hope, Pennsylvania. The firm has 40 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Rockwood Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6464 Lower York Road
New Hope, PA 18938

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rockwood Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,775,615,324

PA Average: $15,833,994,310
Total Number of Employees

40

PA Average: 41
Total Number of Accounts

3,935

PA Average: 3,342
Average Account Size

$451,236

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Helvie Work History

2022 - Present (2 years)

Rockwood Wealth Management

2022 - Present (2 years)

Rockwood Wealth Management

2021 - 2022 (1 year)

Fox Rehabilitation

2019 - 2021 (2 years)

Excel Physical Therapy

2016 - 2019 (3 years)

Student

2014 - 2015 (1 year)

Impact Orthopaedics

2010 - 2014 (4 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Helvie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rockwood Wealth Management, LLC

Robert Stephenson
New Hope, PA
Joseph Houk
New Hope, PA
Kimberly Evans
New Hope, PA
Renee Schuster
New Hope, PA
Mark Arcidiacono
New Hope, PA
Brandon Zahal
New Hope, PA
Jade Meier
New Hope, PA
Jeffrey Llewellyn
New Hope, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started