Philadelphia
Financial Advisors

After years of partnering with Philadelphia from afar, we were excited to put down roots in the City of Brotherly Love at the start of 2023.

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 $19 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. 

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