A complete list of active advisors currently associated with Brightview Financial Solutions

Warmer can help you find a great advisor at Brightview Financial Solutions or one who fits your needs even better.

Brightview Financial Solutions is a state-registered independent advisory firm operating as a solo practice that provides comprehensive financial planning and discretionary investment management to individuals, including high-net-worth clients. The firm manages approximately $42.3 million across 21 client relationships and also offers standalone, project-based, and hourly financial planning engagements. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily employs passive management using index mutual funds and exchange-traded funds to achieve diversified, low-turnover, tax-efficient portfolios. For implementation, Brightview often recommends or delegates discretionary trading to an independent third-party manager, First Ascent Asset Management (dba Geowealth Management), and conducts ongoing monitoring of allocations and suitability. Distinctive features for a solo independent adviser include a stated $1,000,000 minimum for its investment management service (subject to waiver) and a relatively small, concentrated client base, resulting in higher average assets per client than many peers. The firm requires clients to custody assets at Charles Schwab and participates in Schwab’s institutional program for custody and operational support, while also providing specialized planning areas such as business planning and employee benefits optimization.

To learn more about the advisors currently working at Brightview Financial Solutions, 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.