Anthony Farella


Rockbridge Investment Management

Financial Advisor

Anthony Farella


Rockbridge Investment Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Anthony Farella, CFP®

Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country

Anthony Farella is a Syracuse, NY fee-only financial planner. Rockbridge Investment Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anthony Farella is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

How I got here: “I’ve always had an interest in financial planning.  Initially my research and studies were put to use in my own personal situation.  As others found value in what I had learned and shared, a career idea was born.  I had no interest in selling financial products so I focused on the fee-only advisor model.  I became passionate about building a business around the ideas that I share with the incredible team at Rockbridge.”

Favorite part of the job: “I enjoy learning about people, especially what drives and concerns them.  I find real satisfaction in simplifying the financial lives of interesting people that I enjoy being with.”

Experience: find here
Education: Syracuse University (B.A), College for Financial Planning (CFP®)
Professional organizations: Board member, Countryside Credit Union, Board member, Financial Planning Association of CNY. 
Community: Board member and girls travel team coach, F-M youth soccer, Board member, Downtown Syracuse YMCA

Odd family goal: a summer road trip touring the latest presidential libraries in Texas and Arkansas (before my kids are too old to say no.)

Anthony Farella is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Our investment philosophy is built around our belief that capital markets work.  In a market where buyers and sellers have the same information, prices quickly reflect the collective wisdom of the market.  Successful long-term investors must therefore focus on the following activities.

  • Understand risk – Asset allocation is the primary determinant of portfolio returns; and one cannot expect to be paid for risk that can be diversified away.
  • Measure performance – Results must be compared to relevant benchmarks to determine progress toward established goals.
  • Rebalance and stay disciplined – Investing is a dynamic process requiring adjustments to maintain a targeted risk exposure in the portfolio.  A rebalancing discipline will keep emotions out of the decision process.
  • Control costs – Superior performance is the result of managing risk and controlling costs.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Anthony Farella is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Anthony Farella is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Anthony Farella is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CFA - Chartered Financial Analyst

    Anthony Farella is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

Contact Anthony Farella

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Office Locations:

  • 220 South Warren Street
    9th Floor
    Syracuse, NY 13202

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