A complete list of active advisors currently associated with Future Bright

Warmer can help you find a great advisor at Future Bright or one who fits your needs even better.

Future Bright serves individual and high-net-worth clients, small businesses, and employer retirement plans, providing discretionary asset management, modular financial-planning components, and ERISA plan services including the option to act as a 3(38) investment manager. As of December 31, 2025 the firm reported $120.6 million in assets under management across 396 client relationships supported by a four-advisor team. The firm’s investment process is discretionary portfolio management that emphasizes equity securities, open-end mutual funds and ETFs, and uses fundamental, technical and cyclical analysis to construct and monitor portfolios. Future Bright also offers access to certain private investments (including Pre‑IPO opportunities for accredited investors), conducts quarterly account reviews, and provides custodial recommendations while delivering planning services on an ancillary, non-continuous basis. What is noteworthy relative to peers is the firm’s compact team managing a comparatively large number of client relationships, which implies a higher client-to-advisor servicing load than is typical for similar team firms. The firm’s structure—with some owners carrying outside primary occupations and a mix of active and silent principals—combined with its ERISA 3(38) offerings and access to private-placement opportunities, gives it an atypical service and operational profile for a firm of this size.

To learn more about the advisors currently working at Future Bright, 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.