If you are contemplating which investment firm to choose, consider BrightGuide Financial – an independent wealth management firm focused on portfolio management and strategic financial planning. BrightGuide has built an outstanding reputation of serving its clientele with the highest level of competence and professionalism.
BrightGuide operates under the industry’s highest standard – the fiduciary standard. Fiduciaries are obligated to provide unbiased advice in the best interest of the client. The company’s process begins with a thorough analysis of each individual’s unique situation before recommending a custom-tailored financial plan. As an independent wealth management firm, BrightGuide leverages the industry’s brightest minds and best technology.
“An interesting trend has arisen in the financial services space over the last decade or so. Many advisors are leaving large corporate firms to join independent investment firms, like BrightGuide Financial,” said Ryan Loynd the Founder & CEO of BrightGuide. “I believe one of the primary drivers of this trend is the freedom and flexibility the independent channel offers to adopt the most innovative, cutting-edge tech solutions the industry has to offer.”
The firm’s focus on leading technology solutions has fostered an interactive environment where the advisor and client can interface more collaboratively, using tools to clearly interpret data, measure risk and reward, and ultimately to make educated decisions on how to approach meeting goals. BrightGuide focuses on solving issues ranging from improving cash flow to reducing taxes, mitigating risks, and various investment management methodologies.
“We’ve found clients really want to engage in the planning process”, said Ryan Loynd – CEO of BrightGuide. “The tools we are using today allow advisors to demonstrate their credibility and expertise more quickly, which leads to client buy-in and higher trust relationships.”
Some of the firm’s most recent tech enhancements include the client dashboard, which links any financial account to one place, where robust performance data can be viewed across the entire household. Their time to open a new investment account and electronically transfer assets has been trimmed down to a matter of days. They also operate 100% paperless.
About BrightGuide Financial LLC
BrightGuide Financial is a privately owned, independent,t full-service wealth management firm. They operate as fiduciaries to individual, families, and businesses. Their core competencies are in providing holistic advice, investment management, and strategic planning.
“BrightGuide Financial has invested heavily into technology, to enhance all aspects of the client experience,” said the CEO & Founder of BrightGuide Ryan Loynd. “Our clients are providing great feedback and that makes it all worthwhile.”
Schedule a complimentary discovery meeting to learn how they may be able to help you meet your financial goals. Their staff is focused on ‘old-fashioned service’ that is increasingly difficult to find today.
Check out their website to schedule a meeting or learn more about their services and experience.
Company Name: BrightGuide Financial
Contact Person: Ryan Loynd
Email: Send Email
Country: United States