Insights

Established expertise Longstanding presence since 1958 suggests a stable client base and potential for cross-sell of comprehensive financial planning services, retirement, tax, estate, and business planning to existing clients and through referrals.

Mid-market focus Revenue range and employee size indicate small to mid-market advisory needs; opportunities exist for scalable financial planning packages, ongoing advisory retainer models, and bundled services tailored for businesses and high-net-worth individuals within this segment.

Investment engagement Recent stake in Vanguard Health Care ETF signals active wealth management and investment strategy services; propose expanded portfolio management, ETF-centric allocations, and education sessions to deepen client engagement.

Digital presence Tech stack includes WordPress, Shopify, and analytics tools; leverage marketing automation, lead nurturing, and client onboarding enhancements to convert inquiries into retained advisory relationships.

Growth potential Revenue scale and growth trajectory imply opportunities for partner-led initiatives, strategic alliances with custodians or broker-dealers, and introductions to potential institutional or business transition clients.

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Bright Financial Advisors, Inc Tech Stack

Bright Financial Advisors, Inc uses 8 technology products and services including Facebook Pixel, WordPress, Shopify, and more. Explore Bright Financial Advisors, Inc's tech stack below.

Facebook Pixel
Analytics
WordPress
Content Management System
Shopify
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
WP Engine
Platform As A Service
Piwik
System Analytics & Monitoring
AddThis
Widgets

Media & News

Bright Financial Advisors, Inc. invests into assets: stake in Vanguard Health Care ETF in the amount of $611K
Bright Financial Advisors Inc. acquired a new stake in Vanguard Health Care ETF in the 1st quarter worth $611,000.
May 12, 2024 | www.defenseworld.net

Bright Financial Advisors, Inc's Email Address Formats

Bright Financial Advisors, Inc uses at least 3 email formats:

Bright Financial Advisors, Inc Email Formats	Example	Percentage
FirstLast@brightfinancialadvisors.com	JohnDoe@brightfinancialadvisors.com	80%
FirstMiddleLa@brightfinancialadvisors.com	JohnMichaelDo@brightfinancialadvisors.com	10%
FirLast@brightfinancialadvisors.com	JohDoe@brightfinancialadvisors.com	10%

Frequently Asked Questions

What is Bright Financial Advisors, Inc's phone number?

You can contact Bright Financial Advisors, Inc's main corporate office by phone at

+1-269-373-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bright Financial Advisors, Inc's official website and social media links?

Bright Financial Advisors, Inc's official website is brightfinancialadvisors.com and has social profiles on LinkedIn.

How much revenue does Bright Financial Advisors, Inc generate?

As of September 2026, Bright Financial Advisors, Inc's annual revenue is estimated to be $10M - $25M.

What is Bright Financial Advisors, Inc's NAICS code?

Bright Financial Advisors, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Bright Financial Advisors, Inc have currently?

As of September 2026, Bright Financial Advisors, Inc has approximately 14 employees across 1 continents, including North America. Key team members include President Owner: A. P. and Client Service Associate: D. O. Explore Bright Financial Advisors, Inc's employee directory with LeadIQ.

What industry does Bright Financial Advisors, Inc belong to?

Bright Financial Advisors, Inc operates in the Financial Services industry.

What technology does Bright Financial Advisors, Inc use?

Bright Financial Advisors, Inc's tech stack includes Facebook Pixel, WordPress, Shopify, Microsoft 365, Google Cloud, WP Engine, Piwik and AddThis.

What is Bright Financial Advisors, Inc's email format?

Bright Financial Advisors, Inc's email format typically follows the pattern of FirstLast@brightfinancialadvisors.com. Find more Bright Financial Advisors, Inc email formats with LeadIQ.

When was Bright Financial Advisors, Inc founded?

Bright Financial Advisors, Inc was founded in 1958.

Bright Financial Advisors, Inc

Q: What technology does Bright Financial Advisors, Inc use?

Bright Financial Advisors, Inc's tech stack includes AddThis, WordPress, oEmbed, Facebook Pixel, Microsoft 365.

Q: What is Bright Financial Advisors, Inc's NAICS code?

Bright Financial Advisors, Inc's NAICS code is 52 (Finance and Insurance).

Financial ServicesMichigan, United States11-50 Employees

Bright Financial Advisors, Inc operates in the financial services industry, offering comprehensive financial planning and advisory services. The firm assists clients with retirement planning, investments, stock options, business planning and transitions, tax strategies, estate planning, and other financial matters, following a structured, time-tested process to develop personalized plans. Based in Portage, Michigan, the company has a long-standing presence dating back to 1958 and maintains a local, client-focused approach intended to help clients proactively manage their finances and life goals. Its business model centers on providing professional guidance through a staffed office that aims to deliver a welcoming environment and accessible support. In recent news, the firm disclosed a stake in a Vanguard Health Care ETF, reflecting its involvement in asset allocation decisions for its clients.