Rockbridge Investment Management, LLC
Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country
Meet Patrick Rohe
Patrick Rohe is a fee-only financial advisor at Rockbridge Investment Management, LLC, located in Syracuse, NY
How I got here: “Upon graduation from Cornell University, I was recruited by a large brokerage firm. After months of sales training and minimal help in understanding even the basics of investing, I quickly learned that the brokerage firm model was not for me. I then made the transition to Rockbridge, a fee-only financial planning firm, where I truly enjoy helping people and making a difference in their financial lives!”
Favorite part of the job: “Meeting all of the different families that I get the pleasure to work with. I feel my job is to help simplify the financial planning process for families, and when I succeed at doing so, I find it very rewarding!”
- CERTIFIED FINANCIAL PLANNER®, (CFP®)
- Applied Economics and Management and Animal Science (B.S.), Cornell University
- NAPFA (board director, New England-Mid Atlantic Region)
- Financial Planning Association of CNY
- Meals On Wheels of Syracuse (board director)
Beneath the surface: Patrick and his wife, Ashley, live on the family farm in Marcellus, NY with their two sons, Lane and Weston, along with their dog Bentley. In his free time, Patrick enjoys being outdoors (especially the Adirondacks), attending local sporting events, and spending time with his family on their dairy farm.
Patrick Rohe 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Patrick Rohe 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.
Contact Patrick Rohe
220 S Warren St
Syracuse, NY 13202