Brighton Jones Adds New Offices and in Connecticut and Michigan
Brighton Jones expands with new Stamford, CT and Detroit, MI offices, led by advisors Robert Bennett Jr. and Michael Kreza.
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Brighton Jones aligns your wealth, passions, and purpose so you can pursue your richer life.
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Accomplish your goals—today and into the future—with a personalized, holistic plan that aligns your financial resources with your values.
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We meet the highest standards of financial rigor for advisement, and then we go a step further. Our approach considers more than your wealth. It’s about helping you thrive.
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We’re honored to join the global community of Certified B Corporations—businesses that meet the highest standards of social and environmental performance, transparency, and accountability. This milestone reflects our long-standing commitment to using our business as a force for good, helping our clients, colleagues, and communities live richer lives while building a more equitable and sustainable future.
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We’re passionate about helping individuals and families achieve their goals—and cultivating a company culture that adds value to our communities.
Our 2026 Q2 Investment Update
Our Q2 2026 investment update reviews performance, answers client questions, and highlights key market themes.
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NUA: What to Know Before You Roll Over Company Stock
Company stock in your 401(k)? NUA could mean paying capital gains rates instead of ordinary income on decades of appreciation.
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Vocational Freedom & Retirement: One Advisor’s Story
Vocational Freedom is just the beginning. Here's how one financial advisor navigated the emotional and mental journey to retirement.
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The Giving Question Washington’s New Tax Is Really Asking
Washington's Millionaires' Tax includes a $100K deduction for Washington state charitable giving. Here's what it means.
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Should I Stay or Should I Go? A Framework for Thinking Clearly
Thinking about moving to a lower-tax state? Use this framework to weigh life and financial factors before making your decision.
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Trump Accounts: What Families Need to Know
Trump Accounts (Section 530A) open July 4. What families need to know about eligibility and the $1,000 federal seed.
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Brighton Jones Expands to Ohio With the Addition of Mitchell Kotheimer, Lead Advisor
Brighton Jones expands to Cleveland, bringing its Personal CFO approach to Ohio with lead advisor Mitchell Kotheimer.
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The Hidden Costs of Moving to a Low‑Tax State
Tax relocation decisions from California, New York or Washington require more than tax rate math. Domicile change models are imperfect.
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