How We Work

We know how it feels to run a business and not be able to lean on someone who cares as much as you do about reaching your goals.

Maybe you’ve hired a CFO or COO thinking that would solve your problems. You’ve likely wondered if there was a financial partner that you could trust wholeheartedly.

At RockRidge Financial, we get it. Our founder and president, Andrew Levy, has built RockRidge Financial on developing close-knit relationships with our clients so that we can provide each one with superior expertise and personalized strategies. We work to understand the ins and outs of your business, as well as your goals, so that together, we can help make them a reality.

The process is simple. Wherever you are in your company’s life cycle, your business matters to us. Whether you’re in great shape and need to continue to scale or you need help in pulling up the rudders, we are here for you.

Once you engage with RockRidge Financial, you’ll have taken the first step to solid financial footing and our strategic partnership. During our initial conversations, we will discuss your needs, understand your company’s history, and learn about where you are trying to go in business and what keeps you up at night. Let us focus on what we’re best at so that you and your team can concentrate on the value that you continue to create for your business.

Based on this knowledge, we will work with you to create a customized plan that will meet your financial needs. We will be with you every step of the way to answer your questions and give you knowledgeable advice and counsel.