Expand your CPA Practice.

Current trends indicate that Certified Public Accountants will face greater competition for their traditional tax and audit services. Furthermore, clients are requesting their accountants to become more proactive in providing solutions for their business and personal needs. In response to an increasing need for CPAs to offer expanded services to their clients, Rockbridge Financial's platform is to offer a full range of financial and advanced planning services.

Since 2001, Rockbridge Financial has provided a full range of insurance and investment products and services to individual accountants and multi-partner CPA firms - including financial planning and product consulting services. Our role is to provide product analysis and strategy recommendations to CPAs - not to market solutions directly to their clients. Using our information, the CPAs are equipped to advise their clients on the best strategies to meet their financial goals without conflict of interest from commissions or product marketing contests.

Your Clients Work with You - Only You!

Through our plan, your clients will continue to work with you - their only trusted financial advisor. With assistance from Rockbridge Financial, you will have the ability and resources to provide competitive services to help meet your clients' financial goals. We understand the special relationship that exists between the accountant and the client. Our services will strengthen that bond and increase additional opportunities through a partnership that benefits everyone.