Philadelphia
Financial Advisors
Our Philadelphia financial advisors work with individuals and families to navigate complex finances and taxes through personalized financial plans built for the big picture.
As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today. Our holistic approach includes in-house wealth management expertise, such as investment management, tax planning, estate planning, philanthropy, private investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services.
Brighton Jones is one of the country’s fastest-growing wealth management firms, with over $26 billion in assets under advisement and 4,000 clients. Our mission is more than growing and protecting wealth—it’s about empowering you to Live a Richer Life® by aligning your resources with what matters most to you.
Meet your Philadelphia wealth management team
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
I help connect prospective clients to our team of trusted advisors. I love building relati...
View ProfileMichael Harper
Advising around investments, company benefits, taxes, etc. are all a part of being a good ...
View ProfileSteven Hanks, CFP®
I love the opportunity to debunk this myth and help clients
View ProfileZach Bergthold, CPA
Connect with our Philadelphia team
“Professional, knowledgeable, and dedicated to meet my financial needs. I can call at any time and member of the team gets back to me immediately. I wouldn’t work with anyone else.”
- Cindy D., Brighton Jones client