A complete list of active advisors currently associated with Addax Bridge Financial

Warmer can help you find a great advisor at Addax Bridge Financial or one who fits your needs even better.

Addax Bridge Financial is a fee-only registered investment adviser that provides investment management and written financial planning to individual and high‑net‑worth clients, including both project‑based and ongoing planning engagements. The firm offers advice across common asset types—stocks, bonds, mutual funds, ETFs, municipal securities and cash—and provides planning services that cover retirement, estate planning, tax considerations, insurance, business planning and employee benefits optimization. The firm’s investment approach emphasizes personalized investment policy development and asset allocation guided by principles of modern portfolio theory, combined with fundamental and cyclical analysis; portfolios may include a mix of passive and active strategies and can be tailored to incorporate socially responsible (ESG) criteria at a client’s request. When engaged for investment management, the adviser generally operates with discretionary trading authority and typically constructs portfolios with a long‑term orientation while allowing short‑term trades when circumstances warrant. Noteworthy aspects for this firm include its recent formation in 2025 and the fact that the brochure reports no assets under management or active client accounts at the time of filing, reflecting a start‑up stage of operations; leadership is provided by a CFP® professional with prior experience at Fidelity. The firm also recommends an institutional custody platform to clients and offers both standalone project work and ongoing planning services as part of its advisory offerings, while maintaining a fee‑only model and declining third‑party sales compensation.

To learn more about the advisors currently working at Addax Bridge Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Robin Kizito	Potomac, MD	18

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