In 2016, Rockbridge welcomed 145 new families to our community of clients. We ended the year helping clients manage $552 million of investment assets. This represents an increase of 12.4% over last year. We continue to evaluate our staffing to provide the high level of service that our clients have come to expect from our firm.
Building a Sustainable Business for Our Clients
Last year, we continued to explore ways to strengthen our partnership and build a sustainable business that our clients can rely on for many generations. During the first half of the year we worked with The Leading Element, a local consulting firm, which provided valuable insights on leadership and strategic planning for our leadership team.
The People of Rockbridge
Kevin Sullivan joined the firm in 2016 as a lead advisor. Kevin brings 25 years of experience in the financial services industry. We look forward to Kevin’s success within the firm.
Claire Ariglio and Dave Carroll spent a good portion of the year studying for the Certified Financial Planner (CFP®) exam. They both plan on sitting for the test in early 2017.
We continue to invest in professional development: specifically, attending the NAPFA fee-only advisors conference in Washington, D.C. and contributing to our advisor study group that meets quarterly in New York City.
Ongoing Awareness Campaign
Our growth can be traced directly to two main sources: referrals from clients and web searches for fee-only advisors. Delighted clients often refer friends and family to our firm, and prospective clients looking for advice find our website while researching advisors.
Our marketing plan includes improvements to our website which ranks #1 in the Syracuse market for investment advisors and financial planners.
We also advertise our fiduciary advisor services on local radio and television, including a billboard ad in the Syracuse Hancock International Airport. Many of our new clients now know our name when they decide to come in for an initial consultation. We plan on continuing our modest allocation of resources to more of the same advertising in 2017.
Who We Are
At Rockbridge, our business is built around our commitment to client care. We start each planning engagement with our clients by focusing on what they want:
Fiduciary– We’re legally obligated to advise strictly and exclusively in your highest interest, period.
Fee-only– Our sole compensation comes from clearly disclosed fees that are a percentage of the wealth we manage for you. We reject all commissions or other forms of outside compensation. You are the only person who compensates us for our advice to you, and we think that’s in your best interest.
Right-sized– We’ve grown our firm to complement our clients’ needs with a sensible balance of investment advisors, financial and retirement planners, service support, and office administration designed to fully address client needs.
We continue to remain focused on providing the best experience for our clients, and we sincerely thank you for your trust and confidence.
Other articles filed under News
December 7, 2018
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 like Vanguard, robo advisors, and all the other investment-only solutions...
October 22, 2018
Stock Markets For the last quarter, stocks are up except for Emerging Markets, which were close to flat. Domestic stocks are seemingly shrugging off the uncertainties of increasing interest rates, trade wars and tariffs. Year to date, an Emerging Market...
October 16, 2018
Interest rates are rising, and yet you may not be earning much on your cash. As financial markets finally begin to reflect a recovery from the crisis of 2008-09, the brokerage industry is changing the way they handle customers’ cash,...
October 12, 2018
We had several clients this year reach out to ask how bonds were performing in their portfolios. These are great questions, so we created a few items to address what you see in your statements. Some people notice they have...
October 9, 2018
“Give, but give until it hurts.” - Mother Teresa - I don’t think Mother Teresa paid much attention to the tax code, but her quote is unusually prescient for 2018 taxpayers. The changes have made it unlikely to get...