Let's build the bridge to your financial freedom

Our Mission

Bridge Financial Management empowers individuals to achieve financial clarity and build lasting wealth through personalized, transparent financial planning.

Who We Are

Founded by experienced professionals, Bridge Financial Management is a fee-only fiduciary firm serving clients in Orange County, California, and the Puget Sound area of Washington state. We are dedicated to providing personalized financial guidance and empowering our clients to make informed financial decisions throughout their lives.

Our Core Beliefs

We believe:

Financial planning is a process, not an event.
Money can be stressful, but it doesn't have to be.
Taking control of your finances is empowering and can be fun.
Getting started is more important than being perfect.
Financial planning is a relationship-driven process, focusing on what truly matters to you.

Our Services

We offer comprehensive financial planning services that cover every aspect of your financial life, including:

Investment Management: Optimizing your investments for growth, preservation, and income.
Retirement Planning: Maximizing your 401(k), IRA, and other retirement accounts.
Cash Flow & Budgeting: Establishing a budgeting plan and tracking your expenses.
Life & Disability Insurance: Protecting your family financially in the event of death or disability.
Benefits Package Review: Reviewing your employer-sponsored benefits plan and ensuring you have adequate coverage.
College Savings: Planning and saving for your children's education.

Our Approach

We take a personalized and collaborative approach to financial planning, working with you every step of the way. We believe in open communication, transparency, and building lasting relationships with our clients.

Why Choose Bridge Financial Management?

Personalized, transparent financial planning
Fee-only fiduciary approach
Experienced and certified professionals
Collaborative and collaborative approach
Focus on your needs and goals

Let's Talk Today

Update Share

Reviews

Be the first to review Bridge Capital Consulting.

Write a Review