Founded in 2002, Rockbridge Investment Management, LLC is an independent, fee-only wealth management firm registered with the Securities and Exchange Commission (SEC). The company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core mission is to provide personalized, comprehensive financial planning and investment management services, focusing on areas such as retirement planning, portfolio management, and wealth preservation for individuals, families, and institutions.

Founded in

United States