Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List
Jul 14

Rockbridge News

by Anthony Farella

We would like to welcome Ed Barno and Ed Petronio from Salt City Financial Planning. Effective January 2015, after working collaboratively for more than a year, Salt City’s practice was merged into Rockbridge Investment Management. We are excited to have them as part of our team and offer a hearty welcome to the former Salt City clients. You can learn more about them on our Who We Are page. Ed Barno also joined the executive team and is a partner in the firm. Together we look forward to expanding our service to all of our clients.

Ensemble Practice
Over the past few years you may have noticed a change in our culture as we moved from an advisor centric business model to an ensemble practice. This transition is a work in progress, but we firmly believe that this change will improve our service to clients, while allowing for continued growth of the firm. Today, each client works with a mini-team within the firm consisting of two advisors and an operations professional. Clients continue to have access to anyone in the firm including our area-specific experts in financial planning and investment management.

Expanding Roles
We are also committing to expanding the ownership of the firm in an effort to attract and keep the best and the brightest talent in our industry. In January 2015 we welcomed Patrick Rohe as a partner in the firm and as a member of the executive team that now includes Anthony Farella, Craig Buckhout and Ed Barno.

Our focus continues to be on offering the best possible planning and investment experience for clients. We welcome your opinion on our firm’s structure, service, or growth plan. Please email us or call if you would like to offer any feedback. As always, we thank you for your continued confidence.

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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