Rockbridge Investment Management

We want to be your ally in preparing for your retirement. Once you’ve accumulated some wealth, then what? Our retirement planning process will put you on a comfortable path towards retirement. We want you to stress less about your financial future knowing that you’re well prepared and on the right track to retire!

Check out our blog: Historical Stock Market Volatility Around Elections https://www.rockbridgeinvest.com/historical-stock-market-v/

That depends! A better question is whether you’re managing your investment risks in accordance with your retirement goals. We advise taking market risk in proportion to your financial goals, and offset your equity risk with fixed income assets that dampen volatility and provide known income. Reach out to a Rockbridge advisor that can design a portfolio with the right risk profile for your unique situation.

Get to know more about Craig Buckhout! https://www.rockbridgeinvest.com/who-we-a//craig-buckhout/

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Academic evidence demonstrates that you stand a better chance of achieving your desired financial goals by having an advisor who is on your side, versus either trying to do it alone or working with a broker/advisor. Let’s look at real estate as an analogy: If you’re in the market to buy a house, the seller’s agent may be incredibly helpful and provide excellent customer service, but remember that he/she is ultimately accountable to the seller, not you. Herein lies that value of your own attorney and/or buyer’s agent. They provide real value by providing objective advice that you know is in your best interest. A fee-only investment advisor is the equivalent of your personal buyer’s agent, helping you avoid the many gotchas in our financial markets, and find solutions that are right for your personal situation.

Get to know more about CEO Patrick Rohe! https://www.rockbridgeinvest.com/who-we-a//patrick-e-rohe/

Getting started is simple!

By now, hopefully we’ve shown you the advantages of a fee-only Registered Investment Advisor. But who’s the right fee-only advisor for you? Seek an advisor that’s geographically convenient and one that offers services that are right-sized for your needs. Look for a team that fits your personality and has expertise in your areas of concern. Another key differentiator is the advisor’s investment strategy. Are they a traditional active investment advisor who tries to market ...forecast? Or are they an evidence-based investment advisor like Rockbridge who focuses on the factors you can control? At Rockbridge, we target personal financial goals and the academic evidence on how capital markets work. We apply a disciplined investment strategy to help you build long-term wealth. Lastly, we provide ongoing support and advice to help you remain on course when markets are turbulent and uncertain.

Check out our blog: Life Events To Consider Buying A House https://www.rockbridgeinvest.com/life-events-to-consider-b/

While we can’t live forever, we can define the legacy we leave to our beloved family members and organizations. We can help you define your personal values and translate them into the legal structures required to realize them. We’ll work closely with your estate planning attorney or recommend one that we wholeheartedly trust. Reach out to a Rockbridge advisor today!

Get to know more about Edward A. Petronio, PhD. https://www.rockbridgeinvest.com/who-w//edward-a-petronio/