# Vestbridge Advisors, INC
Source: https://planprovider.pro/provider/vestbridge-advisors-inc

> Vestbridge Advisors, INC. is an SEC-registered investment advisor dedicated to providing smart, personalized investment strategies to individuals and institu…

Retirement Plan Advisor

Egg Harbor Township, NJ

## 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](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

## Other Retirement Plan Advisors in NJ

- [UBS Financial Services](https://planprovider.pro/provider/ubs-financial-services-inc) - Weehawken, NJ

- [Bcg Securities, Inc.](https://planprovider.pro/provider/bcg-securities-inc) - Cherry Hill, NJ

- [George Mckelvey Co., LLC](https://planprovider.pro/provider/george-mckelvey-co-llc) - Manasquan, NJ

- [Royal Alliance Associates, Inc.](https://planprovider.pro/provider/royal-alliance-associates-inc) - Jersey City, NJ

- [5c Capital Management, LLC](https://planprovider.pro/provider/5c-capital-management-llc) - Woodcliff Lake, NJ

- [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA

- [Cary Street Partners](https://planprovider.pro/provider/cary-street-partners) - Richmond, VA

- [Alden Investment Group](https://planprovider.pro/provider/alden-investment-group) - Wayne, PA

- [Fiduciary Pension Partners](https://planprovider.pro/provider/fiduciary-pension-partners) - Westfield, NJ

- [Prestige Wealth Management Group, LLC](https://planprovider.pro/provider/prestige-wealth-management-group-llc) - Flemington, NJ

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/vestbridge-advisors-inc)

© 2026 PlanProvider.Pro