There are many things to consider when you are looking to hire a financial advisor, and many people are not sure which questions to ask.
This article from Inc.com shares a few items to keep in mind when looking for someone to manage your money. It is important to look for terms such as “certified financial planner,” “registered investment advisor,” “fiduciary,” and “fee-only” when you are conducting your research. People and firms with these designations are legally obligated in act in your best interest and only get paid by the client for unbiased advice, not through commission.
Fortunately for you, there is no need to look further. Rockbridge is a registered investment advisor, a fiduciary and a fee-only firm. In addition, almost every advisor on staff is either already a certified financial planner (CFP), or in the process of taking classes in order to become one. Please feel free to reach out to us if you have any questions or would like to schedule a discovery meeting.
Copyright © 2017 Rockbridge Investment Management - Syracuse, Binghamton, Watertown & Utica. All Rights Reserved. hv