# Bright Financial Advisors, Inc.
Source: https://planprovider.pro/provider/bright-financial-advisors-inc

> Founded in 1958, Bright Financial Advisors, Inc. has an on-staff CPA and builds its planning work around close coordination between investment and tax decisi…

Retirement Plan Advisor

Portage, MI

## About Bright Financial Advisors, Inc.

<p>Founded in 1958, Bright Financial Advisors, Inc. has an on-staff CPA and builds its planning work around close coordination between investment and tax decisions.</p>

<p>Headquartered in Portage in Southwest Michigan near the Kalamazoo area, the firm works with individuals, families, and business owners across the region. Bright Financial Advisors reports $0.5B in assets under management (2026) and operates as a registered investment advisor.</p>

<p>As a <a href="/plan-advisors">plan advisor</a>, the firm handles retirement planning and investment management, along with related planning needs that come up in real life, including executive compensation and stock options, business transitions, estate planning, multi-generational wealth transfer, and charitable giving strategies. Tax planning is part of the firm’s core process, with an emphasis on tax-efficient strategies.</p>

<p>For employer-sponsored retirement plans, Bright Financial Advisors also offers 3(21) fiduciary services, providing investment advice to plan sponsors while the sponsor keeps final decision-making authority.</p>

<ul>
<li>3(21) fiduciary investment advisor services for retirement plans</li>
<li>Retirement planning and investment management</li>
<li>Financial and tax planning with CPA involvement</li>
<li>Executive compensation, stock options, and business transition planning</li>
<li>Estate planning, charitable giving, and wealth transfer planning</li>
</ul>

Website: [https://www.brightfinancialadvisors.com/](https://www.brightfinancialadvisors.com/)

Founded: 1958

## Office Locations

- Portage, MI (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $489.2M

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