Who We Are
At Blackbridge Financial, we understand the stress of managing financial goals—whether you're a small business owner navigating entrepreneurship or preparing for retirement. Since 2001, we've been helping individuals like you feel confident in their financial future. Our unified team of advisors and planners is here to support you through life’s pivotal decisions, from planning for college and retirement to transitioning your business or preparing your estate for the next generation. With our expertise and commitment to your best interests, we aim to ease financial worries so you can focus on what truly matters.
About Us
Our Team
Our dedicated team brings a wealth of experience, diverse backgrounds, and a shared commitment to helping you reach your financial goals. With expertise in financial planning, wealth management, and a range of specialized services, our advisors work closely with each client to build tailored, impactful strategies. Beyond their financial credentials, our team members are deeply involved in their communities and enjoy connecting with clients on a personal level.
Our Philosophy
We believe in providing personalized, meaningful financial guidance that empowers our clients to pursue their goals and make a lasting impact. Rooted in experience and driven by a commitment to your best interests, our approach combines deep market knowledge with a passion for helping people navigate life’s pivotal financial moments.
Our Process
We begin by getting to know you—your values, goals, and dreams. In a Discovery Meeting, we explore how financial planning can support your vision. With this insight, we create a personalized plan and guide you through our recommendations. When you're ready to move forward, we’ll handle onboarding, helping you transition smoothly into a long-term partnership focused on your financial growth.
Our Services
Who We Serve
