A complete list of active advisors currently associated with Bridger Financial Services, LLC
Warmer can help you find a great advisor at Bridger Financial Services, LLC or one who fits your needs even better.
Bridger Financial Services manages about $40.17 million for roughly 182 individual and high-net-worth clients and offers fee-based financial planning and discretionary portfolio management. The firm provides ongoing asset management, written financial plans, and access to third‑party platforms (including Orion and AssetMark) as part of its services. Portfolios are constructed around each client’s stated goals, time horizon and risk tolerance, with Bridger typically exercising discretionary trading authority while allowing clients to impose written investment restrictions. The firm may allocate assets to sub‑advisors or model-based strategies, conducts periodic (generally quarterly) account reviews, and delivers financial plans within about 30 days when engaged. Distinctive features noted in the brochure include an affiliated insurance practice: a managing member maintains an insurance business and may offer insurance products separately, a relationship disclosed as a potential conflict of interest. Bridger also regularly offers public educational seminars and workshops and does not vote client proxies (clients receive and vote their own proxies), practices that are less common among similar supported firms.
To learn more about the advisors currently working at Bridger Financial Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Temecula, CA
| 22
|
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