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LifeBridge Financial Group

EST. AUM
$500,000,000

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1

CLIENT ACCOUNTS

Firm Details

Metro area Houston
CRD Number
Website lifebridgefg.com
Client types

Overview

LifeBridge Financial Group is a Texas-based Registered Investment Advisor (RIA) specializing in comprehensive financial planning and wealth management services. With nearly 80 years of combined industry experience, the firm focuses on serving physicians, MD Anderson Cancer Center staff, and individuals preparing for or currently in retirement. Their personalized approach integrates retirement planning, investment management, insurance solutions, estate planning, and tax strategies to help clients achieve their long-term financial goals. Securities and Investment advisory services offered through Kestra Financial

Platform Details

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Alternative Activity

Address

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

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