Our Firm History

RockBridge Wealth Management, Inc. was founded in March of 2001 by Damian M. Bell and Mark L. Baggerly. After years of working as financial consultants for a major Wall Street firm, they decided that they could better serve their clients in an independent environment. Their goal was to be free from the quotas, incentives, and conflicts of interest that can undermine client confidence and be so prevalent today with many firms. They believed this could only be achieved by running an independent practice where they would be free to meet their client’s needs without undue corporate influence.

As independent financial advisors, they were able to create financial solutions for their clients from a much broader base of products, research, and services. Their clients benefited from their unbiased objective approach and took comfort in knowing that their recommendations were not influenced by bosses, quotas, and/or corporate agendas. While RockBridge Wealth Management is an independent firm, their clients took comfort knowing that their securities were held by one of the largest clearing firms in the US. This combination of objective independent advice, coupled with the resources of a solid national firm has allowed RockBridge Wealth Management to position itself as an established and growing independent investment management firm in the Gulf Coast area.

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Today, Damian M. Bell continues to lead RockBridge Wealth Management in serving our clients using a team approach. With over 140 years of combined investment management experience in addition to having The CERTIFIED FINANCIAL PLANNER™ designation, we are well equipped to offer our clients comprehensive financial planning and management through an objective and disciplined approach.

RockBridge Wealth Management recognizes and appreciates the high level of trust their clients place in them and consider their role as financial advisors an honor and tremendous responsibility.