About Vestbridge Advisors, INC
Vestbridge Advisors, INC. is an SEC-registered investment advisor dedicated to providing smart, personalized investment strategies to individuals and institutions. Headquartered in Egg Harbor Township, NJ, the firm offers a comprehensive suite of financial services including Vision Path Planning™, tailored portfolio management, direct indexing solutions, and robust retirement planning. With a strong commitment to fiduciary responsibility, Vestbridge Advisors ensures transparent relationships and acts in the best interests of its clients. The firm leverages innovative technology to deliver cutting-edge financial solutions, aiming for sustainable growth and financial security. Vestbridge Advisors assists clients in locations like Charlotte, NC; Chicago, IL; Dallas, TX; Kansas City, MO; Key West, FL; and St. Louis, MO, helping them achieve their long-term financial goals and secure a comfortable future. Their services are designed to address both the accumulation and distribution phases of wealth.
Website: https://vestbridge.com
Founded: 2021
Office Locations
- Egg Harbor Township, NJ (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $300.8M
Team Members
- Sean Hanlon, Founder, Wealth Advisor, CIO VGIM
- Helen Lucht, Client Service Associate, VGIM
- Linda Lemieux, Senior Client Services Manager
- Angela Moore, Client Service Associate, VGIM
- Anthony Petracci, Investment Research Associate
- Don Williams, Executive Director, Operations
- Dave Powell, Executive Director, Systems & Technology
- Craig Regan, Trading Associate
- Cathy Sayers, Manager, Operations
- Elizabeth Marsh, Data Specialist