Jul 16

Rockbridge – Planning for Generations

by Anthony Farella

The question of firm strength and continuity has surfaced more and more this year.  Both new and long-time clients are concerned that their financial planning firm will be around for the rest of their lives as well as for their children and grandchildren.  The good news is that over the past few years, Rockbridge has focused on becoming an enduring firm.

Business Model
Rockbridge is set up as a professional ensemble practice to achieve long-term continuity.  We have a multigenerational approach to planning and currently have employees who are in their 20s, 30s, 40s, 50s, and 60s plus.  Using the youth, experience, energy and patience of the different generations allows Rockbridge to truly provide clients financial advice for generations to come.

Processes
We have modified our business processes to provide better service to our clients.  About two years ago, we started involving two advisors in every client meeting.  Having two minds and contacts at the company provides reinforcement to clients that there is always someone available to speak with them.  In addition, two minds are always better than one when it comes to complex financial planning.   Finally, we are beginning to include a dedicated support person for each client to back up the primary and secondary financial advisors.  This trio of personnel should provide the highest level of customer service and personal touch.  We feel this approach sets us apart from the rest of the industry.

Expertise
As Rockbridge grows, we have found a good balance of individual expertise while keeping the feel of a small personal company.  As we grow, we have expanded to include two Certified Financial Planners (CFPs), two Chartered Financial Analysts (CFAs), two MBAs, one Ph.D., and one Certified Public Accountant (CPA).  Outside of individual credentials, each employee continues to build individual expertise, whether it be Investment Management, Financial Planning, Tax Planning, Education Planning, Social Security Analysis or Estate Planning. 

We are constantly looking for new ways to improve our business and provide an even better client experience.   As always, we appreciate any recommendations you have for us.  The highest compliment we can receive is a referral for a job well done.

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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