A complete list of active advisors currently associated with Bridgford Wealth Advisory, LLC

Warmer can help you find a great advisor at Bridgford Wealth Advisory, LLC or one who fits your needs even better.

Bridgford Wealth Advisory provides discretionary wealth management and financial planning to individuals, high‑net‑worth individuals, trusts and estates. Portfolios are typically constructed from low‑cost, diversified mutual funds and exchange‑traded funds, with individual stocks, bonds or options used when appropriate to meet client objectives. The firm’s investment process relies on fundamental analysis and a primarily long‑term horizon, with ongoing monitoring and adjustments for rebalancing, tax considerations, or changes in client circumstances. Client relationships are individualized—clients may place reasonable restrictions on holdings—and the firm applies an internal due‑diligence process before recommending or reallocating positions. Notably for a small, supported firm managing roughly $15 million for about 40 clients across a two‑advisor team, Bridgford reports serving state and municipal government clients, a client type that is uncommon among peers. The firm also discloses that a principal is engaged in a concurrent congressional campaign and maintains a team‑based coverage model and written internal firewalls to mitigate potential conflicts from outside political activities.

To learn more about the advisors currently working at Bridgford Wealth Advisory, 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.