Bridge Financial Planning, LLC

EST. AUM
$100,427,537

CONTACTS
3

CLIENT ACCOUNTS
319

Firm Details

Metro area Chattanooga
CRD Number 174840
Website bridgefinancialplanning.com
Client types

Overview

Bridge Financial Planning, LLC provides comprehensive financial planning and investment management for clients nationwide. The firm emphasizes an “Independent. Fee-Only. Fiduciary.” approach and works with a broad range of clients—including today’s professionals, business owners, and those nearing or in retirement—through tailored planning and ongoing portfolio oversight. The practice offers planning-only engagements (with asset allocation guidance) and an ongoing planning & investment management option with an articulated fee schedule.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Bridge Financial Planning, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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