Bright Financial Advisors, Inc.

Overview

Bright Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation and in business since 2000. The firm serves both individual and family clients as well as institutional relationships, combining financial planning with portfolio management for individuals, small businesses, and larger business/institutional accounts. Compensation mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, and the firm also operates as an insurance broker and provides accounting-related services. Bright Financial does not identify as an ESG-focused manager and is not marked as a multistate or pension consultant adviser. The ownership is listed as individual, which, together with the firm’s service set, suggests a boutique advisory model that blends advisory and ancillary services (insurance/accounting). Their client-facing activities emphasize ongoing portfolio management plus planning rather than acting as a capital allocator or managing pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices