“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.
Other articles filed under Family Finances
April 24, 2019
Stock Markets Stocks rebounded nicely. Tech stocks (FANGs – Facebook, Amazon, Netflix, Google) after leading the way down in last year’s fourth quarter (off 22%) led stocks back up (up 23%). A global stock portfolio earned about 12% this quarter...
April 22, 2019
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 a claim. Insurance has become so specific it’s worthwhile to...
April 19, 2019
It’s no secret that since the Financial Crisis value stocks have underperformed growth stocks. Many theories exist as to why this has happened, none of which can be confirmed as truth. This begs the question “what does this last decade...
April 17, 2019
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 otherwise, from some combination of family, friends, coworkers, or even...
February 8, 2019
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 over the years. That sparked Julie’s memory of the New...