We seek to help you, our clients, develop a holistic plan designed to connect you with your future.
Blackbridge Financial was founded in 2008 by Robert Russo in Charlotte, NC. Since then, Blackbridge has grown to more than 35 advisors in 8 states. At Blackbridge, we make our clients the top priority by guiding them through financial decisions at every stage of their lives. From financial plans to estate plans, investment management to risk management, from benefits for individuals to small business owners, we do it all so you don’t have to. We measure our success by how well you sleep at night.
Blackbridge Financial advisors own and operate independent practices.
As a successful entrepreneur, managing day-to-day business operations can take time away from serving clients and growing a practice. Independent Advisor Alliance, our Registered Investment Advisor partner, provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens.
Independent Advisor Alliance has branch offices in 22 states and serves more than 200 independent LPL financial advisors. This affiliation with Independent Advisor Alliance allows Blackbridge Financial advisors the ability to focus solely on financial planning, asset management, and providing exceptional service to clients.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. They serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
The IAA and Blackbridge Financial headquarters’ close proximity to the LPL office in Fort Mill, SC, allows for the development of relationships between our advisors and key LPL personnel. These relationships are instrumental in providing exceptional service, advocacy, and value to our clients.
*Based on total revenues, Financial Planning magazine June 1996-2020