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Frequently Asked Questions

What is a CFP™ practitioner? 

How does your independence benefit me?


What is a CFP™ practitioner?

Dave Ruths Jr., the principal of Stockbridge Financial, LLC, has been tested on a curriculum of the full range of financial planning topics: retirement planning, investment analysis, insurance, income taxation and estate planning. Also, Dave is required to take continuing education coursework and abide by a strict code of ethics.


How does your independence benefit me? 

Stockbridge Financial, LLC is not affiliated with a bank, fund or brokerage firm and does not sell securities. Therefore, we are able to provide unbiased advice and recommendations for your investment accounts. Any compensation to Stockbridge Financial, LLC is in the form of a fee from you, not commissions from fund companies.