BRIGHT FINANCIAL ADVISORS, INC.
SEC RegisteredTrusted Financial Guidance Rooted in Experience and Excellence
About the firm
Since 1958, Bright Financial Advisors is a Portage-based full-service financial planning firm dedicated to delivering professional, highly personalized financial services to individuals, families, and business owners. Backed by a multi-disciplinary team including an on-staff CPA, the firm takes a coordinated, collaborative approach to building and preserving wealth through comprehensive financial and tax planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Strategic tax planning, investment management, retirement and income planning, business planning and succession, executive compensation and stock option planning, generational wealth transfer, charitable giving strategies, and insurance and long-term care solutions.
Who they serve
Individuals, families, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 440 | $161M |
| High Net Worth Individuals | 223 | $565M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 23, 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. BRIGHT 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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