Rockbridge Investment Management

Who We Are

At Rockbridge Investment Management, we believe that unbiased, straightforward financial advice should be available to everyone. That's why we're a fee-only financial advisor, dedicated to helping individuals, families, and small business owners achieve their financial goals. With a team of experienced advisors and a focus on Evidence-Based Investing, we're committed to helping you prioritize what matters most - your financial success.

Our Philosophy

We've designed a new model of financial planning from the ground up, one that focuses on helping clients achieve more, keep more, and do more - all for a fair cost. Unlike traditional financial advisors who often prioritize their own commissions over their clients' best interests, we're committed to putting your needs first. With Rockbridge, you'll never face any unnecessary complexity or costs.

How We're Different

At Rockbridge, we believe that bias-free financial advice should be the foundation of any financial plan. That's why we're committed to:

• Building a low-cost investment portfolio that aligns with your financial goals
• Focusing on the factors that truly drive financial success - including risk, asset allocation, and cost
• Prioritizing your life, tax, and estate planning needs
• Delivering advice in a collaborative, transparent manner

Our Client Experience

When you work with Rockbridge, you'll experience a more personalized approach to financial planning. Our team will:

• Meet with you to understand your goals, objectives, and concerns
• Develop a personalized financial plan tailored to your unique needs
• Monitor and adjust your plan as your life, goals, and the market evolve

Our Team

Our team of experienced advisors has spent years honing their expertise in Evidence-Based Investing and financial planning. With a commitment to ongoing education and professional development, we're dedicated to staying at the forefront of industry best practices.

Our Values

At Rockbridge, we value:

• Collaboration: working together to achieve your financial goals
• Transparency: being open and honest about our methods and advice
• Unbiased advice: prioritizing your financial well-being above all else
• Continuous learning: staying up-to-date with the latest research and best practices
• Commitment: dedicating ourselves to your financial success

Our Mission

Our mission at Rockbridge is to empower individuals, families, and small business owners to achieve their financial goals, while providing unbiased, fee-only financial advice that prioritizes their best interests.