A complete list of active advisors currently associated with Bridgeport Financial Solutions

Warmer can help you find a great advisor at Bridgeport Financial Solutions or one who fits your needs even better.

BridgePort Financial Solutions manages approximately $1.046 billion in client assets and offers discretionary and non‑discretionary investment management, financial planning, retirement plan advisory (3(21) and 3(38)) and consulting services to individuals, high‑net‑worth clients, retirement plans, trusts and other institutions. Services are delivered through multiple program structures, including a firm‑sponsored BridgePort Wrap Program, Advisor Managed Portfolios, and recommendations of third‑party managers approved by the firm. The firm’s investment process combines model portfolios overseen by an Investment Committee with a mix of active and passive mutual funds and ETFs, tactical and strategic asset allocation, and periodic rebalancing; advisors may also supplement models with individual securities when appropriate. BridgePort makes third‑party strategist models available through the Orion Investment Portal while retaining discretion over model selection and account trading, and it notes that a market‑timing strategy is offered by some advisors in limited, higher‑risk circumstances. BridgePort’s structure includes several uncommon features for a team firm: common ownership with a registered broker‑dealer and affiliated investment adviser under Cambridge Investment Group, the availability of tax preparation services through a wholly owned BridgePort Tax subsidiary, and arrangements that permit temporary dual registration with other RIAs during transitions. The firm also operates multiple offices, sponsors a wrap fee program, runs fee‑based financial planning seminars, and discloses specific third‑party arrangements (for example, SEI is the current approved TPM that pays an administration fee to BridgePort), all of which are disclosed as potential sources of conflicts of interest in the brochure.

To learn more about the advisors currently working at Bridgeport Financial Solutions, 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.