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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 has branch offices in 19 states and serves more than 150 independent LPL financial advisors.  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.

As the nation’s leading independent broker-dealer*, LPL offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 16,000 financial advisors and approximately 700 financial institutions. They also support more than 4,000 other financial advisors with customized clearing solutions, advisory platforms, and technology.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

The IAA and Blackbridge Financial headquarters’ close proximity to the LPL  office in Fort Mill, SC, allows for the development of relationships between our 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.


Communities In Schools

Independent Advisor Alliance has invited its advisors, including those at Blackbridge Financial, to join efforts and support Communities In Schools together as a group in 2018.


In 2017, IAA advisors, including those at Blackbridge Financial, donated enough funds to grant the wish of a child served by Make-A-Wish® South Carolina. The collective donation was over $8,000!

Alzheimer’s Foundation of America
American Red Cross
American Cancer Society/Relay for Life/IAA Team/2016
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
Lake Norman Community Health Clinic
Lions Club
Men of Invest Collegiate
MetroNet
Multiple Sclerosis Society
National Eagle Scout Association
Olympic High School JROTC Raiders
Onelife Ministries
Palisades Park Elementary School
Palmetto Health Children’s Hospital
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
Triangle Area Hampden-Sydney College Alumni Association
University of Tennessee/Charlotte Alumni Association

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