Rockbridge Investment Management

Rockbridge Investment Management is a fee-only wealth management firm serving 750 families across New York State and beyond. Our mission is to build lifelong relationships with our clients that empower them to fully enjoy their lives. Rockbridge provides comprehensive financial planning and investment management services. We believe that our fee-only approach matters! It means that our clients are our sole source of compensation, with no third-party providers distracting us from providing unparalleled, no-nonsense advice. Rockbridge serves the academic and medical communities, as well as business owners and other professionals. We believe our collaborative team approach to client care makes us an ideal fit for families seeking to align their assets with their most meaningful life goals. How may we be of service to you?