Bridge Financial Strategies

Overview

Bridge Financial Strategies is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, combining financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. It reports accounting-related business activities alongside its advisory services. Fees are charged both as a percentage of assets under management and via fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices