Plain and simple, at Rockbridge Investment Management, we’re here to help manage investments for individuals and employers who depend on the wealth they’ve built. We thrive on offering the service, structure, tools, expertise and enthusiasm to do just that — today and into the future. Learn more in our Fee-Only Investment Resources.
We manage regular and retirement accounts for individual investors, as well as retirement plans among a wide range of small- to mid-sized employers in our community; healthcare and educational institutions throughout New York and surrounding states; and other hard-working businesses and people in and around our region.
Our goal is to grow comfortably, deliberately, taking on new clients when we feel we can add meaningful value to their investment experience. After an initial consultation, if we don’t feel we’re a good fit for your needs, we’ll tell you so; if we do feel we can be of service, we’ll show you how.
Do you want to learn more? Let’s continue the conversation.