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About Us

Blackbridge Financial was built on the premise of helping clients get from point A to point B on their financial journey. Our logo, the image of a bridge, represents the path our clients take from overwhelmed to empowered.

Our approach to client empowerment targets your core beliefs. It begins with uncovering your true feelings about financial matters and educating you on the markets, economy, investment strategies, risk management solutions, and legacy planning.

By looking at your current investments alongside your goals we work with you to create the right plan to get you to point B and beyond.

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Empowered by Knowledge

Curated articles, videos, and other resources to build your financial prowess.

Private Wealth Services

Private Wealth Services

Blackbridge Financial advisors have the knowledge and experience to serve you in any area of your financial life. From financial planning to portfolio management, retirement, to income and business planning.

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Corporate Services

Corporate Services

Our services include retirement plan solutions, executive benefit programs, business continuity planning, and corporate-sponsored 529 plans. We offer a unique suite of planning strategies to address your most pressing business needs.

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 Financial Institution Services

 Financial Institution Services

Our advisors firmly believe in independence, objectivity, and thoughtful counsel for the families and institutions we serve. To provide greater access to financial planning services in our community, we have developed relationships with local banks and credit unions.

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Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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