Brightview Financial Solutions

Overview

Brightview Financial Solutions is a small, independent registered investment adviser serving individual and family clients and a limited number of small-business owners. The firm operates a discretionary portfolio management model focused on pooled public funds and mutual funds rather than direct-stock strategies or extensive alternative allocations. Advisory services are built around comprehensive financial planning and ongoing portfolio management, with billing through a percentage-of-AUM fee schedule and supplemental hourly charges. The firm does not report ESG-driven investing as an active priority and is not positioned as a multi-state or capital-allocating advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices