John Hagan

John Hagan is a Principal and Private Client Advisor at Rockwood Wealth Management in New Hope, PA, where he draws on his comprehensive expertise in financial planning and investment management to serve high-net-worth individuals and families. In his current role, he specializes in delivering tailored wealth management strategies, focusing on all aspects of clients’ financial lives, from portfolio construction and risk management to legacy and tax-efficient planning.

John’s investment advisory work centers on diversified asset allocation, primarily across public equities, fixed income, and alternative investments appropriate for private clients. He brings a holistic approach to wealth stewardship, emphasizing empathy, thorough analysis, and transparent client communication in his work with individuals seeking personalized and conflict-free advice.

With an MS in Finance from Temple University and a BA in Economics from Millersville University of Pennsylvania, John also holds the Certified Financial Planner™ designation, underscoring his commitment to professional excellence and fiduciary responsibility. Throughout his career at Rockwood Wealth Management, he has transitioned from Financial Planning Associate to Private Client Advisor before being named Principal, reflecting notable achievements in both client impact and firm leadership.