Nicholas Barnes
    Syracuse, NY Rockbridge Investment Management

Nicholas Barnes, CFP ®

How I got here

For many years, the brokerage model was all I knew. I started to notice that clients were becoming less and less important and that sales/revenue was all that mattered. That was around the time I was studying for the CFP exam and realized what being a true Fiduciary meant. It was only a matter of time before I would transition to a fee-only financial planning firm where I could always put my client’s interests before my own. Rockbridge provides an environment where every day is different, and every day poses a new challenge. As a team, we serve our clients better.

Favorite part of the job

Relationships are what I enjoy most about this business. I am able to connect on both a personal and professional level with our clients. There is nothing more rewarding than seeing your client’s dreams come to fruition.

  • CFP ®
  • MSA Seton Hall
  • MBA Arizona State
  • B.S. Rensselaer Polytechnic Institute
Professional Organizations

The National Association of Personal Financial Advisors
Financial Planning Association of CNY

Beneath the Surface

Nick and his wife, Katie, have 4 handsome boys. Their boys’ names are Noah, Nicholas, Nathan and Nolan. In his free time (what is that?), Nick enjoys playing golf, going camping and playing outdoors with his boys.


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