A complete list of active advisors currently associated with Bridgewater Advisory Group LLC
Warmer can help you find a great advisor at Bridgewater Advisory Group LLC or one who fits your needs even better.
Bridgewater Advisory Group LLC provides discretionary wealth management and portfolio management to individuals, high-net-worth individuals, trusts, and estates, and also offers standalone and integrated financial planning and consulting. Portfolios are typically constructed from diversified mutual funds, ETFs, individual stocks and bonds, and the firm may implement portions of strategies through a sub-advisory relationship with an independent manager. The firm relies primarily on fundamental analysis and a long-term asset allocation approach, building portfolios to match each client’s stated objectives, risk tolerance and time horizon while conducting ongoing monitoring and periodic rebalancing. Bridgewater works with third‑party managers for certain mandates, uses a qualified custodian for custody and execution, and can provide planning engagements that precede or accompany investment management. A notable characteristic is that the advisory firm is affiliated with a separate tax and accounting practice under common ownership, a relationship the firm discloses and treats as optional for clients; principals also disclose other business interests such as a minor bank stake and real‑estate partnerships but do not offer those investments to clients. The firm operates as a small, two‑advisor practice with combined accounting and financial‑planning expertise (including CPA and CFP/ChFC credentials), which the brochure identifies as a potential source of integrated tax and planning coordination and as a disclosed conflict of interest when tax services are recommended.
To learn more about the advisors currently working at Bridgewater Advisory Group 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 |
|---|---|---|
Crystal City, MO
| 12
| |
Crystal City, MO
| 26
|
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