Natural Bridges Financial Advisors

Overview

Natural Bridges Financial Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. It charges clients on a fixed-fee basis and does not position itself as a capital allocator or an ESG-focused manager. Services are aimed at private clients rather than institutional pension consulting or multi-state advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives