Liftbridge Financial Advisors

LiftBridge Financial Advisors stands as a trusted partner, guiding individuals and families towards financial success. We leverage our in-depth knowledge and personalized approach to tailor financial strategies, helping you achieve your financial goals and aspirations.

Who We Are

Founded by Edward Bradford, a seasoned financial advisor with over a decade of experience, LiftBridge Financial Advisors thrives on providing exceptional guidance and personalized solutions. Partnering with Raymond James Financial Services, we have access to a robust platform of resources and technology to offer you quality investment products and services.

Our Mission

Our mission is to empower individuals to achieve financial independence through:

• Personalized financial planning: We take the time to understand your unique financial situation, goals, and aspirations to create a customized plan that aligns with your individual needs.
• Sound risk management: We prioritize mitigating potential risks and protecting your assets through innovative strategies and diversification.
• Quality investments: We leverage Raymond James' robust platform to provide access to carefully curated investment options that align with your individual risk tolerance and goals.
• Exceptional client service: We prioritize open communication, transparency, and ongoing support throughout your journey.

Our Services

We offer a comprehensive range of financial services to meet your diverse needs, including:

• Financial planning and goal setting
• Investment management
• Retirement planning and analysis
• Tax planning and optimization
• Estate planning and wealth preservation

Our Team

Led by Edward Bradford, AAMS, our team of experienced financial professionals is dedicated to providing personalized attention and insightful guidance throughout your financial journey. We are passionate about empowering our clients to make informed financial decisions and achieve true financial security.

Our Commitment

LiftBridge Financial Advisors operates with the highest ethical standards and a fiduciary mindset. We prioritize your financial well-being and place your interests first. We are committed to open communication, transparency, and building lasting, trusted relationships with our clients.