Crofton, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
BrightPath Wealth Advisors LLC
Team
Firm-wide stats for BrightPath Wealth Advisors LLC
About
The firm provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, and certain business entities, and also delivers educational seminars and workshops for the public. It offers ongoing portfolio monitoring, creates an Investment Policy Statement for each client, and may implement recommendations without prior transaction‑by‑transaction consent.
Investment decisions are guided by documented client objectives and fundamental analysis, with risk tolerance and time horizon recorded in each client’s plan; the firm exercises discretionary trading authority and conducts at least monthly account reviews, with additional reviews triggered by significant market or life‑event changes. When appropriate, the firm hires third‑party sub‑advisors to manage portions of client assets and retains responsibility for the overall client relationship.
Several features distinguish the firm from many peers: it disclosed a 2021 consent order by a state securities regulator related to a failure to disclose past tax liens, and the firm’s principal maintains a significant affiliated insurance practice that can create conflicts of interest the firm says it mitigates through disclosures and procedures. The firm also receives tiered revenue sharing from a sub‑advisor and runs public educational workshops in addition to its advisory services, a mix of practices less common among similar team advisors.
Based on BrightPath Wealth Advisors LLC
Expertise
Based on BrightPath Wealth Advisors LLC
Location
2138 Priest Bridge Court, Suite 1
Crofton MD 21114
Advisors at this office
2
Advisors at this office
Allison B
CFP®, Series 65
Crofton, MD
BrightPath Wealth Advisors LLC
Allison Brown is a CFP® professional with 14 years of industry experience, currently serving at BrightPath Wealth Advisors LLC. She has been with BrightPath since 2012 and also operates as a sole proprietor providing insurance sales and services. Additionally, she is a managing member of BrightPath Retirement Solutions LLC, focusing on tax planning. BrightPath Wealth Advisors LLC serves individual and high-net-worth clients as well as corporate entities, offering discretionary portfolio management and comprehensive financial planning. The firm develops customized investment policy statements, employs fundamental analysis, and manages accounts with regular monitoring and periodic reviews.
Justin Y
Series 63, Series 65
Crofton, MD
BrightPath Wealth Advisors LLC
Justin Yager is an advisor at BrightPath Wealth Advisors LLC in Crofton, MD, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at NY Life Securities LLC and New York Life Insurance Company. Prior to his advisory career, he worked in various positions outside finance, including at Strategic Value Media and Raleigh Swim School. BrightPath Wealth Advisors LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and certain business entities. The firm focuses on ongoing portfolio monitoring and client-specific investment policies, utilizing fundamental analysis and documented client objectives to guide investment decisions.
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