BRIDGE FINANCIAL STRATEGIES

Overview

Bridge Financial Strategies is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Bridge Financial Strategies also lists accounting among its business activities, suggesting an integrated tax or bookkeeping capability alongside investment advice. Its fee structure combines asset-based fees and fixed fees. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It operates under a single-state footprint rather than a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives