Milvian Bridge Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Milvian BridgeAdvisory provides investment advisory and financial planning services to individuals, high net worth individuals, retirement accounts, trusts, estates, and small businesses. Services include ongoing portfolio management on a discretionary or non‑discretionary basis, as well as stand‑alone or ongoing financial planning and consulting.
The firm operates as a fiduciary and a fee‑only adviser, constructing customized portfolios using ETFs, mutual funds, individual equities, fixed income, and cash equivalents while emphasizing diversification, asset allocation, periodic rebalancing, and tax‑aware considerations. Recommendations are tailored to each client's objectives, risk tolerance, liquidity needs, tax circumstances, and investment time horizon.
Distinctive features in the Form ADV include that the firm was organized in 2026, reports $0 in regulatory assets under management and no clients at present, and recently changed its generally recommended custodian to Altruist Financial. The adviser also discloses combined ownership and compliance responsibilities internally and, unlike most independent peers, does not present itself as a "solo practitioner" in its disclosures.
Client services
Expertise
Occupation focus
Fee options
Up to $2,000 for financial planning and consulting services, depending on scope and complexity
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% Over $5,000,000+: Negotiable
$200 per hour for financial planning and consulting services
Fee-only: Solely advisory fees, no commissions or transaction-based compensation
Main office
Paoli PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Milvian Bridge Advisory · Milvian Bridge Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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