A complete list of active advisors currently associated with BridgeLight Financial Advisors, Inc

Warmer can help you find a great advisor at BridgeLight Financial Advisors, Inc or one who fits your needs even better.

Bridgelight Financial Advisors serves individual investors and families — including high-net-worth clients — as well as trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, limited-scope consulting, and advice on held-away accounts such as variable life insurance, annuities, and employer-sponsored retirement plans. The firm takes an active, discretionary approach to portfolio management, allocating among mutual funds, ETFs, equities, fixed income and cash and rebalancing at least annually to align portfolios with client profiles. Its advisory process combines asset-allocation guidance with fundamental, technical and quantitative analysis and includes written financial plans, periodic reviews and coordination with clients’ other professionals. Notably, some of the firm’s registered advisory personnel are also licensed insurance agents who sell life insurance, long-term care products and fixed annuities and receive commission-based compensation for those activities (the brochure indicates those insurance activities represent a meaningful portion of advisors’ time). The firm also discloses potential conflicts tied to rollover recommendations and third-party compensation for annuity sales, and it has a prior regulatory consent order addressing custody and ancillary business disclosures that the firm says was addressed through remedial action.

To learn more about the advisors currently working at BridgeLight Financial Advisors, Inc, 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.