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Meet with an Experienced Financial Advisor

OUR MISSION

At Brightridge, our mission is to empower individuals to achieve financial success and security. We strive to connect individuals with experienced financial advisors who provide personalized guidance tailored to their unique goals and circumstances. Through innovative technology and expert support, we aim to illuminate the path to financial freedom and peace of mind.

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Financial Planning, Simplified

Experience the simplicity of financial planning with Brightridge, were every step is guided by an experienced financial advisor. Our intuitive platform ensures that managing your finances is straightforward and accessible, with expert guidance at every turn. Whether you're planning for retirement, investing, or saving for your child's education, trust Brightridge to simplify the process and empower you to achieve your financial goals with confidence. 

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How It Works

1.

Complete the 2-minute questionnaire in the app and instantly get matched with an advisor.

2.

Complete a "Discovery" meeting with your advisor and share your financial goals.  

3.

Meet with your advisor virtually or in-person to receive your comprehensive financial plan.

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