A complete list of active advisors currently associated with Bright Wealth Advisors, LLC

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

Bright Wealth Advisors provides investment management and financial planning services primarily to individual and high‑net‑worth clients, managing about $21.9 million across roughly 52 client accounts with most assets managed on a discretionary basis. The firm offers ongoing portfolio management, standalone financial plans, and may refer clients to third‑party advisers when appropriate. The firm’s investment work is personalized around clients’ goals, time horizons, and risk tolerance, using fundamental analysis and strategies that include long‑term holdings, periodic trading, rebalancing, and tax‑loss harvesting as part of regular account reviews. Bright Wealth Advisors offers both discretionary and non‑discretionary services and uses custodial platforms and model portfolios (including participation in a model marketplace) to implement advisory decisions. Distinctive features include the firm principal’s continuing activity as a licensed insurance agent (conducting about 20% of professional time and receiving customary insurance commissions), and a practice of holding free educational seminars and workshops for the public. The firm also subscribes to third‑party model portfolios through its custodian relationships and discloses and documents potential conflicts from insurance referrals while noting clients are not required to purchase insurance products from the firm.

To learn more about the advisors currently working at Bright Wealth Advisors, 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.