Patrick Rohe (CFP®)
Patrick Rohe focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
At Rockbridge, our business is built around our commitment to client care. Rockbridge is:
- Fiduciary- We’re legally obligated to advise strictly and exclusively in your highest interest, period.
- Fee-only- Our sole compensation comes from clearly disclosed fees that are a percentage of the wealth we manage for you. We reject all commissions or other forms of outside compensation. You are the only person who compensates us for our advice to you, and we think that’s in your best interest.
- Right-sized- We’ve grown our firm to complement our clients’ needs with a sensible balance of investment advisors, financial and retirement planners, service support, and office administration designed to fully address without overreaching their needs.
Additional Information
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!”
Beneath the Surface:
Patrick and his wife, Ashley, live on the family farm in Marcellus with their two sons, Lane and Weston, along with their dog Bentley. In his free time, Patrick enjoys playing golf, attending local sporting events, and spending time with his family on their dairy farm.
NAPFA Start Date
September 22, 2014
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