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About Us

Working Together for the Life You and Your Family Deserve

At Rock Bridge Financial Advisors, we're your trusted partner for a great life today and a secure financial future. Proudly serving Columbia and beyond, we specialize in personalized, multi-generational financial success. Rather than start with what you have, we begin by understanding who you are and what matters most. We’ll discuss your experiences, preferences, and goals while clarifying what you want and how we can help you pursue your goals. We've earned the confidence of hundreds of clients, and we look forward to earning yours.

Strategic Planning for Generational Wealth

Strategic Planning for Generational Wealth

We believe in fostering genuine, long-lasting relationships. Our priority is helping individuals and families build generational wealth that can have a lasting impact. We’ll work closely to define your goals, then create a custom plan to realize them.

Honest Advice for Your Best Interests

Honest Advice for Your Best Interests

Clients often tell us that they deeply appreciate and trust our consistent feedback. As fiduciaries, we act with every individual’s best interests at heart. That means we’re working for our clients, not the commissions.

Meet Our Team

James Henderson

James Henderson

Investment Advisor Representative

(573) 875-8005

(573) 770-3700

(573) 875-4795

Jacob Portock

Jacob Portock

Financial Advisor

573.875.8005

(573) 200-8499

573.875.4795

Brian Heydn

Brian Heydn

Client Service Associate

(573) 875-8005

(573) 875-4795

Our Core Values

Tailored
Advice

We understand that every person's goals are unique. That's why we craft individualized strategies to help you pursue your goals and leave a lasting legacy.

Intentional Client Care

We believe in fostering genuine, long-lasting relationships. Our exceptional service ensures you receive the attention and support you deserve.

Creative Solutions

Life is complex. Our experienced advisors offer innovative solutions to navigate the challenges of an ever-evolving world, while prioritizing your needs.

Trusted Connections

Our clients understand that we always have their best interests at heart. We make strategic decisions based on what’s right for you, not the commissions.

Supporting Rock Bridge Financial Advisors

            

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Our Services

Our vast services include personalized financial planning for young professionals, pre-retirees, and retired clients.

Explore Our Services

Our Approach

We get to know who clients are and what matters most to create strategic plans rooted in unbiased advice for every life stage.

Our Approach

Our Team

We have decades of experience helping clients and their families clarify their goals and build lasting legacies through close collaboration.

Meet the Team