A complete list of active advisors currently associated with Bristol Wealth Group

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

Bristol Wealth Group is a registered investment adviser that provides financial planning and discretionary wealth management to individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $985.6 million in client assets and operates as a five-advisor team serving roughly 836 clients. The firm builds tailored investment policies and manages portfolios on a discretionary basis, using fundamental analysis to select individual equities, bonds, mutual funds, and ETFs and adjusting allocations to reflect client objectives and risk tolerances. Financial planning is offered alongside ongoing portfolio supervision and periodic account reviews, with clients able to impose written investment restrictions. Bristol Wealth Group is majority-owned by Bristol County Savings Bank and manages the bank’s charitable foundation, and several senior personnel hold local nonprofit and development board roles that intersect with client work. Several advisors are licensed insurance agents and may receive separate commissions for insurance sales; the brochure discloses these relationships and describes compliance measures and fiduciary policies intended to mitigate related conflicts.

To learn more about the advisors currently working at Bristol Wealth Group, 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.

You can also browse Bristol Wealth Group's office locations.

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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