A complete list of active advisors currently associated with Addax Bridge Financial
Warmer can help you find a great advisor at Addax Bridge Financial or one who fits your needs even better.
The firm provides investment management and financial planning services to individual and high-net-worth clients. It offers discretionary portfolio management across common asset types (stocks, bonds, mutual funds, ETFs) as well as both ongoing and project-based financial planning engagements addressing retirement, estate, tax, business, and risk-management topics. Its investment approach emphasizes asset allocation and Modern Portfolio Theory, combining passive and active fund selections with fundamental and cyclical analysis; the firm also offers socially conscious (ESG) options when requested. The adviser typically constructs portfolios for multi‑year horizons, may exercise discretionary trading authority, and recommends custody on an institutional platform to access research and execution services. Distinctive features include that the firm is newly formed and reported no assets under management at the time of its filing and operates with a single principal/advisor, reflecting an early-stage practice model. It is a fee-only adviser that uses percentage-of-AUM billing for investment management but also offers hourly and project-based planning arrangements (an uncommon billing mix for firms in this category) and bundles ongoing planning for managed clients without charging an additional planning fee.
To learn more about the advisors currently working at Addax Bridge Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Potomac, MD
| 18
|
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