Advisor at Bridgewater Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bridgewater Advisory Group LLC
Location
Crystal City, MO 63019
Credentials
CFP®, ChFC®
Industry experience
11 years
Hi, I’m Ethan, a CERTIFIED FINANCIAL PLANNER™ professional and co-founder of Bridgewater Advisory Group LLC. My passion is helping people align their financial decisions with their personal goals and dreams. At Bridgewater, we focus on empowering you to find the joy possible in every moment by creating financial plans that provide the clarity and confidence to live the life you’ve earned.
Our approach is rooted in collaboration. We take the time to understand what matters most to you—your hopes, dreams, and goals—and work alongside you to develop a financial strategy that reflects the life you envision. By helping you step back from the busyness of life, we guide you to think intentionally about your priorities and move forward with a plan that brings meaning, joy, and peace of mind.
We specialize in retirement distribution planning, tax planning, and healthy aging support. Our goal is to help you maximize the potential of your assets so you can fully embrace a life that sparks joy. At the same time, we work to help you avoid costly tax mistakes and develop a healthy aging plan that ensures you get the most out of your retirement—both financially and personally.
1.5%
$3,000+
$250
$500+
Bridgewater Advisory Group LLC
2023 - Present (3 years)
Cetera Investment advisers LLC
2014 - 2023 (9 years)
Bridgewater & Associates LLC
2014 - Present (12 years)
Bridgewater Wealth Management Group
2014 - Present (12 years)
Cetera Financial Specialists LLC
2014 - 2023 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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