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

Community

What is community, if not each of us who comprises it? As individuals and as a firm, our professional passion is doing what we can to help investors in our community manage their wealth. But we don’t check our interests and passions at the office door each day. We’re also engaged in our community — as parents, friends and neighbors, business owners, philanthropists and volunteers. We’ve also been known to enjoy a Chiefs game from time to time.

It’s ironic, the qualities that lead a person to community involvement also tend to dampen the desire to boast about it. But to share a few of our interests, following are some of the boards and organizations in which Rockbridge team members are involved:

Central New York Community Foundation

Countryside Credit Union

Financial Planning Association of CNY

F-M Youth Soccer

Seed Capital Fund of Central New York

SUNY School of Environmental Science and Forestry Foundation Board

CenterState CEO

YMCA of Greater Syracuse

Onondaga County 4-H Club

Even the Rockbridge logo is inspired by our surroundings. Instead of hiring a traditional design firm, we partnered with Union Springs High School, where the project became a learning experience for students who were invited to present submissions. We were pleased to select the design you see today, submitted by a ninth-grade student, who received a lunch and a gift certificate for her winning entry. We loved the results of the collaboration, and we hope you do too.

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