Bridge Advisory, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Bridge Advisory, LLC is a financial planning firm with a long-standing presence in Pasadena, California, serving clients nationwide and across four generations. It provides comprehensive wealth management, including financial and retirement planning, investment management, and strategies to build, preserve, and protect wealth. The firm emphasizes trust and transparency, offers a simple fee structure, and uses technology to give clients real-time access to their plans and progress toward goals.

Based in Pasadena, Bridge Advisory operates within the financial services industry as a small, client-focused firm that emphasizes collaborative, clear advice. The client base is nationwide, spanning multiple generations, and services aim to provide education and a practical roadmap toward achieving personal financial goals. In October 2024, Bridge Advisory was acquired by Beacon Pointe Advisors.

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