Rockbridge Investment Management, LLC
At Rockbridge, our business is built around our commitment to client care. Rockbridge is:
- Fiduciary- We’re legally obligated to advise strictly and exclusively in your highest interest, period.
- Fee-only- Our sole compensation comes from clearly disclosed fees that are a percentage of the wealth we manage for you. We reject all commissions or other forms of outside compensation. You are the only person who compensates us for our advice to you, and we think that’s in your best interest.
- Right-sized- We’ve grown our firm to complement our clients’ needs with a sensible balance of investment advisors, financial and retirement planners, service support, and office administration