A complete list of active advisors currently associated with Brightway Wealth Planning

Warmer can help you find a great advisor at Brightway Wealth Planning or one who fits your needs even better.

Brightway Wealth Planning serves individuals (including high-net-worth clients), as well as small businesses and corporations, offering customized financial planning, investment consultation, nondiscretionary portfolio management, and periodic educational workshops. Its planning work covers retirement and tax planning, asset allocation, cash‑flow and debt analysis, estate and risk‑management reviews, and targeted engagements such as divorce or business consultation. The firm’s investment approach combines Modern Portfolio Theory with a Core + Satellite framework, aiming for globally diversified, tax‑efficient portfolios that use passive index exposures as the core and selective active satellites. Portfolios are managed on a nondiscretionary, long‑term buy‑and‑hold basis with client‑specific investment guidelines and scheduled reviews that require client approval for trades. Noteworthy differences from many peers include the principal’s activity as a licensed insurance agent who may recommend and sell insurance and fixed annuities and receive commissions and renewal compensation, a relationship the firm discloses in advance. It is also atypical for an independent advisor of this size to operate primarily on a nondiscretionary basis; coupled with a small client base and hands‑on service model, this structure means clients retain direct control over implementation while receiving ongoing advisor oversight.

To learn more about the advisors currently working at Brightway Wealth Planning, 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.