Why Brighton Financial Planning
We are an independent, fee-only, Registered Investment Advisor focused on helping you achieve financial success! We have a 25+ year history built on a foundation of prudent investment management, sound financial analysis and exemplary service. Our purpose is to help you achieve your goals! We provide Financial Coaching, Financial Planning and Investment Management services and DO NOT require asset management as a prerequisite for coaching and/or planning services. We look forward to working with you!
We are an independent, fee-only, Registered Investment Advisor headquartered in Flemington, New Jersey with meetings by appointment in Richmond, VA and Kiawah Island, SC. Your financial success is our mission. We are here to help you achieve your financial goals. We have a 25+ year history built upon a foundation of prudent investment management, sound financial analysis and exemplary service.
We believe individuals expect and require personalized attention and customized service to maximize their financial well-being. We believe boutique firms, such as ours, are better able to provide that level of care and attention. We believe long-term relationships between the client and advisor are both desirable and essential.
A financial plan or investment strategy is not a singular event. Circumstances will change in unanticipated ways over time and strategies must be continually adapted to meet those challenges. Thus a long-lasting client-advisor relationship is critical to making the right adaptations. We believe we are the right advisors to help you achieve financial success! Contact us today at firstname.lastname@example.org or 908-730-7000.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success for over 25 years!
Complimentary Holistic Planning Consultation is 5 minutes
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