A complete list of active advisors currently associated with Covered Bridge Financial LLC

Warmer can help you find a great advisor at Covered Bridge Financial LLC or one who fits your needs even better.

Covered Bridge Financial LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth individuals, and trusts. The firm constructs portfolios primarily using low‑cost mutual funds and ETFs, while also incorporating individual stocks, bonds and other investments when appropriate. The firm combines fundamental and technical analysis with a generally long‑term focus, meeting with clients for ongoing personal contact and tailoring asset allocation to goals, risk tolerance and circumstance. It may implement portions of client programs through unaffiliated independent managers (with ongoing oversight) and uses a wide range of instruments and strategies as appropriate, including REITs, limited partnerships, options strategies, margin, short sales, leveraged ETFs and cryptocurrencies. Managing about $40.3 million for roughly 52 clients and participating on the Schwab Advisor Services platform, the firm discloses receiving custodial platform benefits while providing client reporting and fee oversight. It also serves charitable organization clients — a client type that is less common among similar independent advisers — and documents policies for oversight and review of independent managers and more complex investment strategies.

To learn more about the advisors currently working at Covered Bridge Financial 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.