Solutions and Support for Advisors
BridgePort Financial Solutions is an independent RIA that supports likeminded financial advisors in the pursuit of building enduring businesses.
Technology
It’s no secret that technology is a key to growth and improving efficiencies, which is why we believe in one holistic advisor workstation – designed to cover the unique needs of both the advisor and their investing clients. One that includes a full suite of managed account solutions along with leading integrated technology components for ultimate flexibility.
Succession and Acquisition
Elevated levels of succession and acquisition activity have many financial advisors looking for opportunities to buy or sell. BridgePort offers flexible resources, from business valuation services to succession and continuity planning, to help you take advantage of this evolving climate.
Practice Management
Stand out from the competition and drive positive change with our outside-the-box practice management resources. Through coaching and consulting programs, we can help you set, prioritize, and ultimately achieve your goals – whatever they may be.
Outsourcing
Utilize our in-house outsourcing services to drive efficiency and bypass costs often associated with greater scale. Services include office support, marketing, practice advancement, professional development, financial plan construction, retirement plan services, and more.
Networking
Some of the best resources are your peers. At BridgePort, join a community of likeminded independent advisors with whom you can share best practices, develop industry allies, and celebrate achievements.
Ways to Join BridgePort
We offer flexible paths designed for advisors seeking growth and succession. With BridgePort, you can:
Retain majority ownership of your business and leverage our experience, economies of scale, and resources to grow
Retain minority ownership of your business while maintaining control of day-to-day operations and benefiting from our established support systems
Transition ownership entirely to BridgePort and join our team as a valued member, enjoying the rewards of your sale and the backing of our proven infrastructure
Whatever path you choose, BridgePort provides flexibility and support to help you grow, sell, and succeed on your terms.
Building for the Future – A Bridge Never Too Far
Building a future doesn’t happen alone. You need a true partner who will provide support when and where you need it, while giving you the freedom to pave your own path.
At BridgePort, we believe our relationship with our advisors is much more than a transaction, and closing deals alone does not equal success. We champion solutions for the road ahead – for the smooth terrain, the peaks, the valleys, and everywhere in between
You are in control of your future. We can help you get there
Unlock Your Full Potential
Ready to bridge the gap to your next chapter?
BridgePort Financial Solutions
1776 Pleasant Plain Road
Fairfield, IA 52556
877-411-2737
info@bridgeport.financial
BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
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