A complete list of active advisors currently associated with Moonbridge Financial Design, LLC

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

Moonbridge Financial Design provides fee-only financial planning and discretionary investment management to individuals, families, and small businesses, and has added educational webinars and in-person speaking engagements as a formal service. The firm offers both ongoing and project-based planning and will, when requested, refer clients to outside professionals (e.g., attorneys, tax advisors) without receiving referral compensation. The firm’s investment approach emphasizes asset allocation and principles of Modern Portfolio Theory, blending passive and active strategies and offering socially responsible/ESG options when clients request them. Moonbridge implements client portfolios primarily through model portfolios and customized strategies on the Altruist Model Marketplace, using platform tools such as rebalancing and tax-loss harvesting while relying on the custodian’s account infrastructure. Noteworthy features include a concentrated client base—managing about $8.12 million for roughly 15 clients—which underlines a practice focused on individualized planning and account oversight rather than large-scale, aggregated trading; the firm’s stated trading policy is to execute client orders individually rather than in block trades. The firm’s principal maintains CFP and other retirement- and college-planning credentials, and the addition of paid or pro bono educational engagements is an atypical service for a firm of this size.

To learn more about the advisors currently working at Moonbridge Financial Design, 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.