What We Do
Bridgehaven Fiduciary Partners is an award-winning financial advisory firm providing high-quality and comprehensive services to both the sponsors and participants of corporate retirement plans. Our team of experienced professionals specializes in helping businesses navigate the process of establishing and implementing retirement plans for their employees, including choosing investments and vendors, negotiating and managing costs, and communicating with plan participants.
Working within the Wells Fargo Advisors Financial Network, Bridgehaven began as a two-person operation in 2006. Since then, the firm has grown exponentially, tripling its workforce and growing its portfolio of managed assets more than sixfold. Today, we are recognized throughout the finance sector, not only as a firm that provides exceptional service to our clients, but also as one that drives and shapes the industry by participating in the public discussion of the rules and standards for retirement plan advisors.
Every member of the Bridgehaven team is committed to providing customized advice and assistance to help our clients manage their plan costs, comply with all necessary regulations, and get the highest possible returns on their plan investments.