A complete list of active advisors currently associated with Black Bridge Advisors, LLC

Warmer can help you find a great advisor at Black Bridge Advisors, LLC or one who fits your needs even better.

Black Bridge Advisors provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients. The firm advises on a broad range of investments, including equities, fixed income, mutual funds and ETFs, as well as interests in REITs and private partnerships (real estate, oil & gas, private equity) and variable annuities. The firm uses five proprietary, risk‑based ETF model portfolios that emphasize low‑cost, tactically diversified allocations and ongoing monitoring and rebalancing, with portfolio recommendations tailored to each client’s objectives and risk tolerance. Financial plans are produced using planning software and reviewed at least annually, and the firm discloses that tax efficiency is not its primary management consideration. Notably, Black Bridge Advisors is affiliated with Black Bridge Partners, LLC, an affiliated exempt reporting adviser that sponsors a private debt fund offering direct real‑estate lending to accredited investors; investments in that fund are excluded from the firm’s advisory billing and the affiliation is disclosed as a potential conflict of interest. The managing member is also licensed to sell insurance and the firm reports custody relationships tied to its affiliated adviser, operational features that distinguish it from many independent advisory firms.

To learn more about the advisors currently working at Black Bridge Advisors, LLC, 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.