BRIDGELIGHT FINANCIAL ADVISORS, INC
SEC RegisteredSimplify Your Transition Into Retirement
About the firm
At Bridgelight Financial Advisors, we specialize in helping others transition into their hard-earned retirements. Our team will work with you to understand your unique needs so you can focus more on living the life you want. We provide thoughtful, tailored solutions in building a custom financial plan.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Client-centered comprehensive financial planning including income planning, tax planning, risk planning, investment planning, and legacy planning through their Wealth Focus Process™.
Who they serve
Individuals transitioning into retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 210 | $90M |
| High Net Worth Individuals | 36 | $61M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRIDGELIGHT FINANCIAL ADVISORS, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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