Aug 21

Rockbridge Named a Top 100 Wealth Management Firm by CNBC!

by Patrick Rohe, CFP®

“Rockbridge Investment Management Named a Top 100 Wealth Management Firm by CNBC”

SYRACUSE, NY – Rockbridge Investment Management, an independent, fee-only investment management firm serving individuals and families, has recently been named as one of CNBC’s Top 100 Fee-Only Wealth Management Firms.

Rockbridge is the only Central New York firm to join the elite list of wealth management firms across the country.  The ranking methodology, developed by CNBC in collaboration with Meridan-IQ, was carefully formulated based on a variety of standards, including: assets under management, number of staff with professional designations such as a CFP or CFA, experience working with third-party professionals such as attorneys or CPAs, average account size, growth of assets, years in business, number of clients and ability to provide advice on insurance solutions.

“We are pleased to receive this recognition and believe our ranking is a true testament to our profound commitment and dedication to client care,” comments Anthony Farella, CFP® and a Principal of Rockbridge Investment Management.  “As a fee-only based firm, we are built to provide a unique client experience to help families and individuals achieve long-term financial goals in a meaningful way.”

Since its inception in 1991, Rockbridge Investment Management has been providing sound financial advice to clients.  The firm manages $450 million and serves 531 families across the Central New York region.  In February of 2014, Rockbridge relocated to an expanded office in downtown Syracuse where it continues to meet the investment needs and goals of clients.

Rockbridge Investment Management is an independent, fee-only investment management firm serving individuals and families.  The firm advises clients in investment management, retirement planning, life transition planning and 401(k) Administration.  For more information, visit www.rockbridgeinvest.com.

About the Author

Patrick Rohe CFP is a Certified Financial Planner at Rockbridge. “Upon graduation from Cornell University, I was recruited by a large brokerage firm. After months of sales training and minimal help in understanding even the basics of investing, I quickly learned that the brokerage firm model was not for me. I then made the transition to Rockbridge, a fee-only financial planning firm, where I truly enjoy helping people and making a difference in their financial lives!”. Patrick is a graduate of the Applied Economics and Management and Animal Science (B.S.), Cornell University, and the CERTIFIED FINANCIAL PLANNER™, (CFP®) program. Learn more and/or Contact Patrick.


You Might Also Like

Other articles filed under Family Finances

Unique Planning Opportunities with TIAA Traditional

March 23, 2017
Teachers Insurance and Annuity Association, better known as TIAA was founded almost 100 years ago (1918). TIAA provides retirement plan solutions for a majority of the higher education institutions in the United States. One type of investment, called the TIAA...
Continue Reading

Market Commentary – January 2017

January 23, 2017
Stock Markets While markets were down early in the quarter, most, but not all, have bounced back since the Election with small company stocks and value stocks leading the way.  Stocks traded in international markets and emerging markets have not...
Continue Reading

Interest Rates Are On The Rise – What Should I Do About Bonds Now?

January 17, 2017
There is much talk and concern about increasing interest rates, which will not be good for bond performance.  Below are responses to some of the specific questions we have received from clients. Q:  Why have interest rates increased since the...
Continue Reading

What’s Happening At Rockbridge

January 13, 2017
In 2016, Rockbridge welcomed 145 new families to our community of clients.  We ended the year helping clients manage $552 million of investment assets.  This represents an increase of 12.4% over last year.  We continue to evaluate our staffing to...
Continue Reading

Market Commentary- November 2016

December 19, 2016
Markets in November The campaign is finally over and Donald Trump won.  Markets respond to surprises and this result was one.  Tuesday night I, along with many others, anticipated a starkly negative response.  Yet, most, but not all, stocks went...
Continue Reading

‹ Back to Blog Home

getting started is simple

315.671.0588 info@rockbridgeinvest.com Schedule a meeting Sign Up for Our Newsletter