About Us

Mission and Vision

Realizing your desired financial future is a marathon, never a sprint. It takes the right mix of communication, discipline and planning over years which helps forge an important sense of trust with our valued clients. 

Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to take the complexity out of planning your goals, and show you’re a more balanced path to reaching and exceeding those goals.

This is our calling, and why we get out of bed every morning, and we consider ourselves lucky to have a place at our client’s table which helps them rest better at night knowing they have a plan they can trust, and an outcome they can look forward to.

Together, we can achieve this. Together, we can achieve a life well planned.

California Insurance License #: 0D10028

Arkansas Insurance License #: 2221337

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Rockbridge Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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