About Us

Simplifying Success

Over our 20+ years in business, we’ve realized that helping our clients maximize their wealth to help contribute the greatest meaning, purpose and happiness in their lives often requires them to overcome several typical challenges that can act as roadblocks to a proper understanding of goals and desired outcomes. At Rockbridge, we refer to these as impediments to a life well planned and it’s our mission to solve these problems. This is how we do it.

Financial Clarity Simplified

Each of our clients has worked hard to build their wealth, therefore understanding ways to grow and protect their assets is of the upmost importance. Proper education and clarification on the purpose and end goal of each strategy will help solve their most pressing questions and give them a clearer picture of how to reach their end goals.

Connecting the Integration Dots

Once our clients have a thorough understanding of the plan, our team then focuses on appropriate integration between your trusted advisor network during the planning process.  Typically, this costs people money and more importantly time. The more time that goes by the more the problems persist.

Personalized Business Solutions

Business owners typically have most of their net worth invested in their business. Finding more efficient ways to diversify their net worth while minimizing tax considerations is critical. All while working with you to build a clear picture of how to properly transition the business when the time comes.

A Comprehensive Game Plan

You can’t arrive at your end goal without knowing how to get there and without a comprehensive game plan, your strategy runs a much greater risk of ultimately falling short of expected goals. With a comprehensive game plan in place.

 

Who do we serve? We focus on the risk and wealth management needs of successful individuals, families, business owners, and retirees.

California Insurance License #: 0D10028

Arkansas Insurance License #: 2221337

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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