Insights

Acquisition Opportunity Brighton Financial Planning was recently acquired by Mercer Advisors, highlighting a strategic interest in expanding boutique financial planning firms. This presents an opportunity to offer specialized wealth management solutions that complement Mercer’s existing portfolio.

Market Niche Focus Operating as a highly personalized, independent boutique with a strong emphasis on long-term client relationships, Brighton appeals to clients valuing tailored financial advice, making it a prime target for premium financial products and advisory services.

Growth Potential With annual revenues estimated between 1 million and 10 million and recent acquisition activity, Brighton is positioned for growth and may be receptive to scalable investment services or technology solutions that enhance operational efficiency.

Technology Adoption Utilizing cloud services like AWS and marketing tools such as LinkedIn and SEO platforms, Brighton demonstrates an openness to digital engagement. This opens avenues for tailored fintech solutions, CRM systems, or digital marketing tools to support client engagement strategies.

Competitive Positioning Compared to larger firms like Charles Schwab and Fidelity, Brighton’s boutique model offers personalized services that could be enhanced with specialized investment or compliance technology, providing a competitive edge and deepening client loyalty.

Brighton Financial Planning Tech Stack

Brighton Financial Planning uses 8 technology products and services including Microsoft Advertising, Amazon Web Services, jQuery, and more. Explore Brighton Financial Planning's tech stack below.

  • Microsoft Advertising
    Advertising
  • Amazon Web Services
    Cloud Hosting
  • jQuery
    Javascript Libraries
  • LinkedIn
    Online Community Software
  • Elementor
    Page Builders
  • Yoast SEO
    Search Engines
  • Adobe Tag Manager
    Tag Management
  • Tailwind CSS
    UI Frameworks

Brighton Financial Planning's Email Address Formats

Brighton Financial Planning uses at least 1 format(s):
Brighton Financial Planning Email FormatsExamplePercentage
First@brightonfinancial.comJohn@brightonfinancial.com
100%

Frequently Asked Questions

Where is Brighton Financial Planning's headquarters located?

Minus sign iconPlus sign icon
Brighton Financial Planning's main headquarters is located at 70 Church Street Suite 105 Flemington, New Jersey 08822 United States. The company has employees across 1 continents, including North America.

What is Brighton Financial Planning's phone number?

Minus sign iconPlus sign icon
You can contact Brighton Financial Planning's main corporate office by phone at . 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 Brighton Financial Planning's official website and social media links?

Minus sign iconPlus sign icon
Brighton Financial Planning's official website is brightonfinancial.com and has social profiles on LinkedIn.

What is Brighton Financial Planning's NAICS code?

Minus sign iconPlus sign icon
Brighton Financial Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Brighton Financial Planning have currently?

Minus sign iconPlus sign icon
As of February 2026, Brighton Financial Planning has approximately 1 employees across 1 continents, including North America. Key team members include Chief Financial Officer: J. C.Chief Financial Officer: Y. S.Operations Manager: N. S.. Explore Brighton Financial Planning's employee directory with LeadIQ.

What industry does Brighton Financial Planning belong to?

Minus sign iconPlus sign icon
Brighton Financial Planning operates in the Financial Services industry.

What technology does Brighton Financial Planning use?

Minus sign iconPlus sign icon
Brighton Financial Planning's tech stack includes Microsoft AdvertisingAmazon Web ServicesjQueryLinkedInElementorYoast SEOAdobe Tag ManagerTailwind CSS.

What is Brighton Financial Planning's email format?

Minus sign iconPlus sign icon
Brighton Financial Planning's email format typically follows the pattern of First@brightonfinancial.com. Find more Brighton Financial Planning email formats with LeadIQ.

Brighton Financial Planning

Financial ServicesNew Jersey, United States0-1 Employees

Brighton Financial Planning (BFP) was established in 1984 by James J. Chesterton, Jr. CFP® to provide high quality Financial Planning and Investment Advisory services to individuals. John P. Middleton, CFA, CAIA assumed ownership in 2010. BFP was established with a belief that individuals expect and require personalized attention and customized service to maximize their financial well-being. We believe boutique firms, such as ours, are better able to provide that level of care and attention. We believe long-term relationships between the client and advisor are both desirable and essential. A financial plan or investment strategy is not a singular event. Circumstances will change in unanticipated ways over time and strategies must be continually adapted to meet those challenges. Thus a long-lasting client-advisor relationship is critical to making the right adaptations. As a boutique, we offer several desirable, beneficial attributes to individuals. Most importantly, we are an independent firm whose sole source of compensation is the fees paid by our clients. This independence provides us the freedom to make recommendations and decisions we believe are in the best interests of our clients. We offer co-ordinated Financial Planning, Discretionary Investment Management Services and Defined Contribution Advisory Services including endowment and foundation consulting and investment management and defined contribution consulting and management.

Section iconCompany Overview

Headquarters
70 Church Street Suite 105 Flemington, New Jersey 08822 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M$10M

    Brighton Financial Planning's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Brighton Financial Planning's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.