Covered Bridge Financial LLC

Overview

Covered Bridge Financial LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for individual and family clients. The firm’s core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. Investment positioning is equity-forward: the adviser favors exchange-traded equities as the principal allocation vehicle while using third-party managers and pooled vehicles where they add diversification or specialized exposure. The firm is not an active ESG investor and operates from a single-office footprint, serving a limited client base rather than broad, multi-state marketing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices