A complete list of active advisors currently associated with Bridge the Gap Retirement Planners

Warmer can help you find a great advisor at Bridge the Gap Retirement Planners or one who fits your needs even better.

Bridge the Gap Retirement Planners LLC provides financial planning and investment management to individuals, high-net-worth individuals, charitable organizations, and businesses. The two-advisor firm reports approximately $49.1 million in discretionary assets under management for about 32 clients and offers both ongoing comprehensive and hourly, limited-scope financial planning across topics such as retirement, tax strategies, estate planning, business planning, and risk management. The firm delivers investment management exclusively through a wrap fee program, so advisory services and transaction costs are bundled into a single asset-based fee and BTGRP does not manage non-wrap accounts. In its planning work the firm emphasizes tailored recommendations—asset allocation, diversification, tax-aware approaches and periodic rebalancing—and may waive planning fees for clients who engage its investment management services. BTGRP’s exclusive use of a wrap program is a distinctive feature relative to peers and is noted in the brochure as creating potential trading and fee-structure conflicts that the firm addresses through adherence to client objectives and its fiduciary duty. As a small, fee-only adviser led by two CFP®-credentialed partners with prior broker-dealer and private client experience, the firm maintains a limited client roster, permits reasonable client-imposed investment restrictions, and does not take custody or vote client proxies.

To learn more about the advisors currently working at Bridge the Gap Retirement Planners, 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.