Welcome to Rockham Financial Partners

At Rockham Partners, we specialize in serving the financial needs of Trade Professionals and Corporate Executives
  • Construction, HVAC, Mechanical, Plumbing, Electrical, Alarm Services
  • Public, pre-IPO, private/closely-held companies with ISO, RSU, stock purchase

Our Services

We believe in using tailored strategies that align with your needs.
Investment
Planning
Insurance

For Trade Professionals

As a trade professional, managing your financial life today and planning for retirement can be complicated. As an owner, managing people and growing your business is a big job. You might even be considering selling your business. We provide expert guidance to help you navigate the markets, tax impacts and changes in your life. We’ll help you in balancing the growth of your business with securing your financial future and that of your family. Rockham Partners is your partner in building a prosperous and secure future.

For Corporate Executives

Corporate executives face intricate financial considerations, especially when it comes to equity-based compensation. From bonuses to restricted stock and stock options, we are here to help you manage these unique assets. We understand the complexities of executive benefit elections. Our experienced guidance spans across private companies, pre/post-IPO ventures, and the largest global corporations. We focus on optimizing your personal financial situation and managing the risks associated with having company stock and options as significant parts of your wealth. 

Get Our Three Things from RockhamTM – our ideas to help you grow
Schedule your session today!
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