Jan 16

Impressive Growth of Fee-Only Advisors

by Anthony Farella

As we start a new year filled with promise, I would like to share our story with you.  We view Rockbridge Investment Management as a community of talented professionals and clients who value our services.  Working together with our clients we hope to fulfill our collective goals of financial independence and well being.

Our Vision
Our vision continues to be the foundation of our success:

Rockbridge Investment Management is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact.  Everything we do is focused on building and preserving wealth for our clients.  We help remove complexity so clients can focus on the simple but often difficult process of successful investing.

 

Firm Growth
Our growth over the past three years has been steady and significant.  At the end of 2009 we served 457 clients.  Today we have 562 clients and an annualized growth rate of 8% per year.  The leadership team is committed to growing the firm by adding professionals who are passionate about our philosophy and vision.  We want the firm to endure for the long run and we have the capacity for steady growth.  Our succession plan is designed to include our younger advisors in the ownership of the firm over time.

Strategic Plan
Our firm continues to grow organically through referrals from our existing clients and professional relationships.  As a team we meet twice a year to evaluate and discuss our strategic goals for the business.  While investment management remains the focus of the firm, we recognize the need for risk management, tax and estate planning, so we continue to build our network of referable professionals to address the varied needs of our clients.

New Advisors
In 2012 we added two advisors to our team of professionals.  Geoff Wells started in October after relocating back to Central NY from Texas.  Geoff completed the Certified Financial Planning coursework and passed the CFP exam last year.

Scott Poppleton, a Manlius resident, joined us in November after several years in the military and the defense industry.  Scott has a passion for financial planning and is developing a second career helping others achieve their financial goals.

To learn more about Geoff and Scott, visit www.rockbridgeinvest.com/who-we-are/

Communications
New technologies have given us more opportunities to tell our story and add valuable services.  We invested heavily in our website as a way to communicate important information to our clients in a more timely manner.  The website also tells the story of our firm and attracts people who are literally searching for fee-only objective advice.  We have no plans to advertise our services and rely on our community of clients to refer others in their own personal or professional networks.

The need for objective advice and professional investment management has never been greater in our history.  We are well positioned to serve our clients and help more people who turn to us for advice in the future.  We truly appreciate your trust in us and we all look forward to building our community together.  Happy New Year!

About the Author

Tony Farella, is a Certified Financial Planner® and a Principal Founder of Rockbridge Investment Management.  Tony is a contributor to Forbes, CNN Money, NAPFA’s FI Guide, Advisor Perspectives and local tv, radio and print publications.  Tony is the board director for NAPFA New England-Mid Atlantic Region), previous board member of the Financial Planning Association of CNY, acting Board Member of the Downtown Syracuse YMCA, as well as the Board of Directors for Countryside Credit Union.
Learn more and/or Contact Tony »


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