# Beacon Bridge Wealth Partners, LLC
Source: https://planprovider.pro/provider/beacon-bridge-wealth-partners-llc

> 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…

Retirement Plan Advisor

Lower Gwynedd, PA

## 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/](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

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