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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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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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