Advisor at Addax Bridge Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Potomac, MD 20854
Credentials
CFP®
Industry experience
18 years
Most professionals, pre-retirees, and retirees have gaps in their financial plans that cost time, money, and peace of mind. These gaps often appear not because of poor planning, but because life itself keeps evolving. Careers change, families grow, tax laws shift, and priorities move. Over time, even the most well-intentioned plans can lose alignment with the lives they were built to support.
With15+ years of working closely with individuals and families, I’ve seen firsthand how the right guidance and a truly collaborative relationship can make all the difference. At Addax Bridge Financial we believe every client’s story is unique, which is why every plan is too.
Together, we look beyond numbers and portfolios to understand what matters most; your goals, values, and the life you’re building. From there we help close the gaps through a comprehensive approach that brings every part of your financial life into alignment by integrating:
Holistic or Goal-Based Financial Planning – aligning your finances with what matters most to you
Retirement Planning – creating a confident path to and through retirement
Education Planning - guiding families to fund futures with confidence
As a Fiduciary and Fee-Only Wealth Management and Financial Planning firm, our mission is to simplify the complexities of finance, giving clients clarity, confidence, and a trusted partner at every stage of life.
We focus on fewer relationships, that way we’re able to go deeper, understanding what matters most to you and staying involved every step of the way. It’s the kind of thoughtful, one-to-one partnership that larger firms simply can’t match.
0.60% - 1.00%
$5000
11810 Grand Park Avenue, Suite 500
Potomac, MD 20854
Maryland
Addax Bridge Wealth Management LLC
2025 - Present (1 year)
Fidelity Personal and Workplace Advisors
2018 - 2025 (7 years)
FIDELITY INVESTMENTS
2008 - 2018 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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