About Rockbridge investment management
Rockbridge Investment Management: Your Trusted Partner for Fee-Only Financial Planning
Are you looking for a reliable financial advisor who can help you achieve your financial goals without any hidden fees or conflicts of interest? Look no further than Rockbridge Investment Management, a leading fee-only financial planning firm based in Central New York.
At Rockbridge, we believe that everyone deserves access to unbiased and transparent financial advice. That's why we offer fee-only services, which means that we don't earn commissions or kickbacks from the products we recommend. Instead, our only source of compensation is the fee that our clients pay us directly.
Our team of certified financial planners (CFPs) has decades of experience helping individuals and families navigate complex financial decisions. Whether you're planning for retirement, saving for college, managing debt, or investing your assets, we can provide personalized guidance tailored to your unique needs and goals.
Here are just a few reasons why Rockbridge is the right choice for fee-only financial planning:
Expertise: Our CFPs have extensive training and experience in all aspects of personal finance. We stay up-to-date on the latest industry trends and best practices so that we can provide our clients with the most accurate and relevant advice possible.
Transparency: We believe in full transparency when it comes to fees and compensation. We'll always be upfront about what you're paying us and what services you're receiving in return.
Independence: As an independent firm, we have no ties to any particular investment products or companies. This allows us to provide truly objective advice based solely on your needs and goals.
Customization: No two clients are alike – that's why we take a personalized approach to every client relationship. We'll work with you one-on-one to understand your unique situation and develop a customized plan that meets your specific needs.
Technology: At Rockbridge, we leverage cutting-edge technology tools to streamline our processes and enhance our service offerings. From online account access to digital portfolio management tools, we make it easy for our clients to stay informed about their finances at all times.
If you're ready to take control of your finances with the help of an experienced team of fee-only advisors who put your interests first, contact Rockbridge Investment Management today!