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

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

Bright Financial Advisors serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary portfolio management, modular financial planning, and the selection of other advisers. The firm is SEC-registered, has been providing advisory services since 1996, and reports discretionary management of approximately $725 million across about 663 client relationships. The firm emphasizes a long-term investment philosophy, uses fundamental analysis, and typically recommends a three- to five-year horizon while tailoring portfolios to client objectives and risk tolerance; it implements strategies using customized or model portfolios and periodic rebalancing. Bright commonly employs mutual funds (favoring institutional share classes when available), offers fixed-fee and hourly planning options, and recommends Charles Schwab for custody and trade execution. Distinctive features disclosed in the brochure include affiliated activities as an insurance agency and that certain associated persons are licensed as certified public accountants; insurance products sold by firm-affiliated agents generate commission income separate from advisory fees, a conflict disclosed in the brochure. The firm also reports an unusually high client-to-advisor ratio and high assets per advisor—roughly 663 clients and $725 million AUM with two listed advisors (on the order of 300+ clients and over $360 million AUM per advisor)—which is uncommon for peer team firms and may indicate more standardized servicing, delegation, or reliance on institutional custodial relationships.

To learn more about the advisors currently working at Bright 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.