Rock Ridge Wealth LLC is a wealth management and financial planning firm founded in 2021 by Jonathan Bartholomew, whose financial services career began in 2002. The firm provides personalized, fiduciary-driven guidance, combining established strategies with modern tools, including AI, to help clients pursue their financial goals. Its services include investment management using assets such as stocks, bonds, exchange-traded funds, mutual funds, certificates of deposit, and Treasuries. Rock Ridge Wealth also helps manage employer-sponsored retirement accounts, IRAs, and trusts.

The firm’s financial planning supports goals and life events ranging from retirement and college savings to estate planning and business succession. Its insurance services include guidance on life, disability, and long-term care coverage. For employers, Rock Ridge Wealth offers 401(k) plan optimization, retirement plan design, and cash management support. The firm emphasizes clear communication, tailored recommendations, and proactive risk management, while noting that investing involves risk and outcomes are not guaranteed. Its website also features articles on financial planning, investing, insurance, and workplace retirement benefits.