Who Are We?
To offer a surface-level description, Rockbridge Investment Management, LLC is a fee-only Registered Investment Advisor firm providing a fiduciary level of client care. Serving individual investors and 401(k) retirement plans in the Syracuse community and beyond, our firm’s roots date back 20+ years.
But that’s probably not everything you’d like to know. You’re seeking a deeper, more subtle connection:
Who are these folks, really, and will I enjoy working with them?
Meet our people, our firm, and our community interests.
How will I know if they’re on my side?
As a fiduciary advisor, we’re legally obligated and proud to serve your highest financial interests, even ahead of our own. Is your current advisory relationship a fiduciary? The fiduciary advantage …
Will they understand me and my own financial goals, and advise accordingly?
From day one of our relationship with you, we apply a deep, consultative approach. Our Process …
Do they know what they’re talking about?
We’d like to think so, but let’s let you decide. Our Philosophy …
Will they follow through?
Our processes include planning, implementing, and monitoring your portfolio’s performance, in accordance with your stated and evolving goals. More …
Like what you see so far? Let’s continue the conversation.