About Beacon Bridge Wealth Partners, LLC
<p>A “Total Wellness” planning style is central to how Beacon Bridge Wealth Partners, LLC works with clients, tying financial decisions to day-to-day priorities such as relationships, health, lifestyle, and purpose.</p> <p>Headquartered in Lower Gwynedd in Montgomery County, Beacon Bridge Wealth Partners is an SEC-registered investment advisor serving the greater Philadelphia area and clients beyond the region. The firm works with individuals and organizations and takes a fiduciary approach to guidance and decision-making.</p> <p>Beacon Bridge helps clients plan around major life transitions, including retirement and career changes, and offers ongoing wealth management built around practical planning conversations and follow-through. The firm reports $0.3B in assets under management (2026).</p> <p>For employers, the firm also offers 3(21) support as a <a href="/plan-advisors">plan advisor</a>, providing investment advice while the plan sponsor keeps final decision authority.</p> <ul> <li>SEC-registered investment advisor</li> <li>“Total Wellness” wealth management approach</li> <li>Retirement and life-transition planning</li> <li>3(21) fiduciary services for employer-sponsored retirement plans</li> </ul>
Website: https://beaconbridgewealth.com/
Office Locations
- Lower Gwynedd, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $301.0M