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

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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 AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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