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About Us

Blackbridge Financial

Our mission is to help you, our clients, develop a holistic plan designed to connect you… with your future.

  • Founding ...
    2008
    Blackbridge Financial, founded by Robert Russo, was built on the premise of helping clients get from point A to Point B on their financial journey. This concept was illustrated by the image of a bridge and with a logo intentionally designed to be easily replicated. The classic design and color of the logo creates cost-saving efficiencies that can be passed down to clients; an example of just one way we put our client’s first.
  • Fast 50 ...
    2012
    Blackbridge Financial receives a ‘Fast 50’ award* from the Charlotte Business Journal and was named the 4th fastest growing private company in Charlotte.

    *Companies qualified for the rankings based on a formula that reflects dollar and percentage growth during a three-year period. To qualify, companies had to have at least $1 million in revenue based on the year and be based in the Charlotte region.

  • Advocate of the Year ...
    2012
    Robert Russo received the distinction, ‘LPL Advocate of the Year.’
  • Blackbridge Cares ...
    2012
    Non-profit organization, Blackbridge Cares, is founded.
  • 11th Fastest Growing ...
    2013
    Blackbridge Financial receives a ‘Fast 50’* award from the Charlotte Business Journal and was named the 11th fastest growing private company in Charlotte.

    *Companies qualified for the rankings based on a formula that reflects dollar and percentage growth during a three-year period. To qualify, companies had to have at least $1 million in revenue based on the year and be based in the Charlotte region.

  • Fore Inclusion ...
    2014
    Blackbridge Financial is the naming sponsor and coordinator of the ‘Fore Inclusion’ tournament to benefit ARC of Mecklenburg County.
  • 14th Fastest Growing ...
    2014
    Blackbridge Financial receives a ‘Fast 50’* award from the Charlotte Business Journal and was named the 14th fastest growing private company in Charlotte.

    *Companies qualified for the rankings based on a formula that reflects dollar and percentage growth during a three-year period. To qualify, companies had to have at least $1 million in revenue based on the year and be based in the Charlotte region.

  • Russo named ...
    2015
    Robert Russo is named among InvestmentNews ’40 under 40’. Investment News ’40 under 40’ award for 2015 is based on accomplishments to date, contribution to the industry, leadership and promise as defined by Investment News.
  • Brand Marketing ...
    2016
    Blackbridge Financial adopts a new logo and initiates brand marketing efforts.
  • ‘Future 50’ award ...
    2016
    Robert Russo receives a ‘Future 50’ award from Smart CEO.

    The award is based on a three year average of employee and revenue growth for mid-sized companies in the Charlotte region.

Blackbridge Financial advisors own and operate independent practices.

As a successful entrepreneurs, 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, now the largest hybrid LPL branch office located in the Carolinas, based on assets under management and client base*, serves more than 50 independent LPL financial advisors and continues to add to its expanding regional base.  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.

*Per LPL Financial Large Enterprise Division, 2014,2015.

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 banks and credit unions.

LPL Financial is the nation’s largest independent broker-dealer and has been since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015). The close proximity to the LPL Charlotte office allows for the development of relationships between Blackbridge Financial advisors and key LPL personnel. These relationships are instrumental in providing exceptional service, advocacy and value to our clients.  lplfinancial.lpl.com

At Blackbridge Financial, we are personally dedicated to enriching the communities in which we live.  Our advisors are proud to serve in a variety of capacities for local, and national, non-profit organizations.  A list of causes our advisors currently support as members, sponsors, volunteers and donors are below.


Make-A-Wish Foundation® South Carolina

Independent Advisor Alliance has invited its advisors, including those at Blackbridge Financial, to join efforts and support the Make-A-Wish Foundation® South Carolina together as a group in 2017.


Alzheimer’s Foundation of America
American Red Cross
American Cancer Society/Relay for Life/IAA Team/2016
ARC of Mecklenburg County
Ballantyne Professional Network Connection
Be Yoga
Beds for Kids
Charlotte Chamber of Commerce
Chris Canty Foundation
Communities in Schools of Brunswick County
Diabetes Foundation
Dravet Syndrome Foundation
Energy For Life
Exchange Club of Mount Pleasant
Fellowship of Christian Athletes
Habitat For Humanity
Jump $tart Coalition for Personal Financial Literacy
Kiwanis Club
Lions Club
Make-A-Wish Foundation®
Men of Invest Collegiate
MetroNet
Multiple Sclerosis Society
Palisades Park Elementary School
Phi Gamma Delta
Purple Heart Homes
St. Jude’s Children’s Hospital
Steele Creek Athletic Association
Susan G. Komen
Tau Epsilon Phi
The Girl Scouts, Hornets’ Nest Council
Toastmasters
Toringdon Partner Board
Triangle Area Hampden-Sydney College Alumni Association
University of Tennessee/Charlotte Alumni Association

Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.