Bridge Financial Planning, LLC

Overview

Bridge Financial Planning, LLC is an independent, owner-operated RIA organized as an LLC that serves both individual/family and institutional clients. The firm combines traditional financial planning and portfolio management with educational programming and adviser selection services. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and the firm identifies itself as a capital allocator that places client capital with third‑party managers. Bridge Financial Planning reports being an active ESG investor and lists financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars/workshops among its advisory activities. The firm is SEC-registered in 2025.

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Location & Offices