Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List

Family Finances

Apr 22

Long-Term Disability Considerations

by Kevin Sullivan

Many of us are familiar with insurance for your home, auto and life, but the reality is – we don’t often know our specific coverages until we need to make [...]

Apr 17

Life Events to Consider

by Mike Antonacci

If you’re like most people, you know that planning to achieve your financial goals involves more than just budgeting and saving for retirement. You’ve undoubtedly received financial advice, solicited or [...]

Feb 08

New York State Office of Unclaimed Funds

by Rockbridge Team

Over the summer, we had a client ask if there was a place to look for existing accounts or funds they or family members may have accumulated and forgotten about [...]

Dec 07

More Than Just an Investment Firm

by Patrick Rohe, CFP®

At Rockbridge, we believe that the role of an investment advisor is changing, and investors should be expecting more from their advisors than they have in the past. With options [...]

Sep 20

What to Ask Your Financial Advisor

by Patrick Rohe, CFP®

How does/and how much does your advisor get paid? Fees matter.  It is important to know how much you are paying and the value you receive for that payment.  If [...]

Apr 17

The Value of a Financial Plan

by Ethan Gilbert

It’s common for investors to feel nervous when looking at investments by themselves. Are you saving enough? Are you saving in the right place? Are you holding the right mix [...]

Loading

getting started is simple

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