About Us

Our Difference

Regardless of who your trusted advisor may be, our approach to helping individuals and businesses maintain their financial plan is guided by two principals we believe every individual, family, and business should look for in their advisor.  Your advisor should first be independent and adhere to a fiduciary standard of care.

We’re Independent

As an independent financial services firm, Rockbridge Financial represent you and only you. We don’t have any limitations, guidelines, or rules on the products and strategies we recommend. Our access to a multitude of company products and strategies ensures the advice we give is what’s best for your unique situation.

We’re Fiduciaries

The fiduciary duty is generally considered the highest legal duty that one party can have to another, and we take that duty very seriously. While many may say they have your best interests first, saying it and being legally bound to act in this manner are two very different things.

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.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck