Enroll in PMA

WHO WE ARE

Rockbridge Investment Management is an independent, fee-only registered investment advisory firm that helps families make sound financial decisions.  Our unbiased approach to financial planning allows us to provide actionable, straight forward advice to Co-op 401(k) participants at a reasonable cost.

Our goal is to help participants retire successfully through an investment philosophy proven in academia coupled with comprehensive financial and retirement planning strategies. 

THE PROCESS

DISCOVERY

Initial conversation for us to learn more about each other and see if we are a good fit.

PLANNING

Create comprehensive financial and investment plan.

REVIEW

Review plan and discuss action steps.

IMPLEMENT

Implement advice and review plan on an ongoing basis as life changes.

WHY ROCKBRIDGE?

Fair question.  Our biggest point of distinction is that all of our services, strategies, and advice are centered on ensuring that your unique goals, challenges and opportunities are the driving force behind your financial activities.  We have built a team of industry professionals with the ability to provide advice regarding all aspects of financial planning at a reasonable cost. 

QUESTIONS WE CAN ANSWER

Am I on track to retire and how much can I spend in retirement?

How should my assets be invested and how much should I be saving?

What tax and estate planning strategies should I consider?

What is the optimal Social Security (etc.) strategy?

“Sounds great, what’s it cost?”

We charge .48% on the first $100,000 we manage in the Co-op 401(k) plan and .24% on assets above $100,000. Fees matter, which is why we charge 1/3rd of the industry average