A complete list of active advisors currently associated with Bridge Financial Planning, LLC

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

Bridge Financial Planning serves individual clients — including high-net-worth households — as well as charitable organizations, corporations, and employer plan sponsors. The firm offers discretionary portfolio management alongside comprehensive and project‑based financial planning, business‑focused planning, and retirement‑plan advisory services. The firm develops individually tailored investment policies and implements portfolios to meet stated objectives and asset‑allocation targets, with ongoing monitoring and at least annual reviews. For some clients it selects independent sub‑advisers or model portfolios to manage portions of accounts and integrates planning recommendations (tax, insurance, estate, and cash‑flow matters) with investment oversight. According to its Form ADV, the firm reports an atypical principal‑office arrangement that is uncommon among peers and routinely offers educational seminars and speaking engagements, sometimes on a pro bono basis. The brochure also discloses use of third‑party sub‑advisers (including Dimensional Fund Advisors for certain strategies), the firm’s use of AI tools in its processes, and directed‑brokerage practices that may affect trade execution and implementation.

To learn more about the advisors currently working at Bridge Financial Planning, 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.