CW Advisors
47yrs
Top advisor by experience in New Hope
New
Casey Baker
Financial advisor at Rockwood Wealth Management
Casey Baker is a fiduciary financial advisor in New Hope, Pennsylvania, registered since Jun 2026. Casey joined Rockwood Wealth Management in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 104 advisors with offices in New Hope, and one of 93 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office6464 Lower York Road, New Hope, PA 18938
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.02 million
Advisors at the firm45
States licensed ?1 state
Services through Rockwood Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowRockwood Wealth Management, LLCCurrent firm
Contact Casey
(267) 983-6400Rockwood Wealth Management main office 6464 Lower York RoadNew Hope, PA 18938Office · Get directions LinkedIn pageRockwood Wealth Management
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Questions to ask Casey
Tailored to Casey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Casey
How do I contact Casey?
Call Rockwood Wealth Management at (267) 983-6400 and ask for Casey Baker. Casey works from the New Hope, PA office.
How long has Casey been a financial advisor?
Casey is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does Casey hold?
Series 65. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Casey paid?
Rockwood Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Casey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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