At Rockbridge, you won't find any product pitches, birthday cards, or pictures of over-the-top beaches and Goldendoodles (although we do love dogs). You'll get straightforward, rock-solid investment advice in terms you can understand without unnecessary costs or complexity. We insist on complete clarity at Rockbridge-after all, you can't be confident about your decision if we aren't speaking your language.
At Rockbridge, we believe that advisors should focus on unbiased advice and use a diversified, low-cost investment portfolio to implement that advice. Through our collaborative approach to delivering advice, we can make sure to deliver on YOUR unique needs with the RIGHT group of people. That's why you'll find a team of industry experts and not salespeople who sell products for a commission.
At Rockbridge, we believe that advisors should focus on unbiased advice and use a diversified, low-cost investment portfolio to implement that advice. Through our collaborative approach to delivering advice, we can make sure to deliver on YOUR unique needs with the RIGHT group of people. That's why you'll find a team of industry experts and not salespeople who sell products for a commission.
Services
Craig Buckhout and Bob Ryan left corporate America to start an independent investment advisory firm. The original firm, Disciplined Capital Management, was launched in Craig's garage with one client. Their focus was on advising large corporate and institutional clients on an evidence-based investing approach to portfolio management.
Coming together means participating in an ongoing conversation, keeping us abreast of changes in your life, heeding the advice we offer, and letting us know whenever you have questions or ideas to share. Markets dip and surge. Your personal circumstances change and grow. The world never stops moving.
Mark does their taxes but would like to offload that task and make sure they are planning for taxes appropriately. Needs help with how much they should be saving, how they should be investing their savings, where they should be saving, and what they need for insurance coverage(s). Our clients come in all shapes and sizes with varying income levels, unique challenges, and different goals.
Would like to know: if they can retire earlier than planned and replace their current lifestyle and/or if they are on track to retire successfully. Our clients come in all shapes and sizes with varying income levels, unique challenges, and different goals. We offer customized planning for each client based on individual circumstances.
Our clients come in all shapes and sizes with varying income levels, unique challenges, and different goals. We offer customized planning for each client based on individual circumstances. With income discrepancy within the household, we spent a lot of time discussing life insurance needs for both in case of an untimely death.
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Richard Dannan
Feb 01, 2020
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