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Why WealthBridge Advisors?
At WealthBridge Advisors, we work hard to simplify the complexities in your life through thoughtful and proactive planning. We provide you and your family with all of the resources you need to organize and take control of your financial life as you pursue financial independence on your terms.

We employ a holistic approach to planning, managing and preserving the assets you accumulate for one purpose: to help you pursue the lifestyle you desire.

We set ourselves apart from other wealth management firms by simplifying the process for our clients. Our well-orchestrated approach is to develop an effective, comprehensive strategy for managing your wealth and create lasting relationships with multiple generations of our clients.

Our team of experienced professionals brings knowledge and expertise across multiple disciplines to clients and business owners. 

If you seek independent advice and would benefit from working alongside a seasoned team of financial professionals, you owe it to yourself to discover our powerful resources and unparalleled personal service.

Dedicated to you and your goals
 
"One of the things that makes working with WealthBridge Advisors unique is our dedication to our clients working towards their financial goals. This process starts with a clear understanding of a proven process, working with experienced guides, and being able to see your financial picture clearly organized and updated." -K. Brad Tedrick, CFA®, CFP®
Strategic Alliances
WealthBridge Advisors has formed alliances with some of the leading organizations in our industry to ensure our advisors and their clients receive comprehensive and quality products and services.
WealthBridge Advisors is affiliated with Independent Financial Partners(IFP), a financial advisory organization and independent Registered Investment Advisor with over 400 advisors located throughout the United States.   www.IFPartners.com
WealthBridge Advisors and IFP have partnered with LPL Financial as part of their “hybrid” program, which allows us to maintain our independent SEC-registered RIA and custody fee-based assets at Fidelity, Schwab, TD Ameritrade or LPL Financial. This hybrid affiliation provides us with the extensive resources that LPL offers, but allows us to maintain true independence in how we service our clients. LPL Financial is the #1 independent broker/dealer in the country* with more than 12,000 financial advisors based in over 7,000 offices nationwide. The firm has been serving the needs of financial advisors and their clients since 1968.
* As reported by Financial Planning magazine, June 1996-2013, based on total revenue.
Collectively, advisors of IFP manage over $2.5 billion in individual client assets, utilizing various management techniques and programs and $32 billion in retirement plan assets. Our team consists of accomplished industry veterans, who in collaboration with LPL Financial, comprises  impressive and experienced research groups among independent advisory firms. Our goal is to be your trusted partner and to that end, it is absolutely critical to our successful partnership that we can access unbiased investing ideas, timely market perspective, and ongoing support. Our access to timely, in-depth, unbiased research on varying investment products, asset allocation strategies, and the financial markets is designed to provide us with a powerful tool that is a distinct advantage in helping you work toward your financial objectives.
Our mission is to offer the best advice, tools, and resources available to help your organization meet its financial goals. Guided by three tenets, performance, service, and transparency, our team is committed to delivering all three through conflict free*, actionable manager guidance, effective asset allocation positioning, timely economic and market perspectives, and visibility into our process.
* IFP has no proprietary investment products to sell, no investment banking relationships to promote, nor any other business conflicts to get in the way of providing you with totally unbiased recommendations. 
 
LPL Financial
For more than four decades, LPL Financial has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools.

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial future. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.
For more information about LPL Financial, visit www.lpl.com.

* Based on revenue, as reported in Financial Planning magazine, June 1996-2013


 
 
 
Financial Advisors at WealthBridge Advisors may also be registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WealthBridge Advisors, a registered investment advisor and separate entity from LPL Financial.The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AZ, CO, MA, ME, NY, OH, OR, TN, TX, WA 
 


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