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Financial Advisor

Recruiters & Consultants

From changing Broker/Dealers or starting an RIA to building and executing a succession plan, merger or sale, Bridgemark’s experienced recruiters and consultants provide comprehensive strategies, solutions, and guidance often at no cost to an advisor.

Financial Advisor

Recruiters & Consultants

From changing Broker/Dealers or starting an RIA to building and executing a succession plan, merger or sale, Bridgemark’s experienced recruiters and consultants provide comprehensive strategies, solutions, and guidance often at no cost to an advisor.

B/D Research

With 1000’s of B/Ds to choose from, how do you navigate the difficult maze of choices? Bridgemark works to understand your goals and priorities to holistically help you in your search.

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RIA COMPARISON

Are you thinking about launching your own RIA or joining an existing one? There are many questions that arise. Let us help you navigate your options to select the right path.

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MONETIZATION STRATEGIES

What’s your business worth? Financial advisors often don’t know the true value of their business and when they start planning their own succession often start too late.

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Our Services Are Personalized.

Our goal is to not just help advisors find the right fit for their business but to help advisors avoid making a mistake.

Bridgemark Strategies collectively has over 80 years of experience coaching and consulting with advisors and RIA firms. We are continuously researching the marketplace on our client’s behalf.

Meet Our Seasoned Team of Industry Leaders

Testimonials

What Our Clients Say

“I have worked with Jeff for several years. Because of Jeff’s decades plus years of experience, and, his ability to keenly observe and discern, Jeff is, in my opinion one of the foremost experts of the broker dealer community. Jeff intimately knows the most major firms strengths and weaknesses. If he does not have the answer, he can obtain it from the extraordinary network of industry insiders he has developed and nurtured over the years. Combined with his deep understanding of financial advisers, Jeff offers a unique set of skills and experience to counsel financial advisers regarding the best fit for them.”

Don P.

“Jeff’s process is extremely thorough, disciplined, and objective. He has an uncanny talent of being able to breakdown complex issues into simplistic unemotional components and from that foundation make complex strategic decisions. Jeff possessed the legacy insider knowledge and strategic perspective I was looking for on the B/D side, and his knowledge base extended beyond the brokerage channel and therefore was able to add value as I worked through the holistic, fully-integrated wealth offering we were creating at the Bank.”

Anthony C.

“Jeff was able to help me identify what I was looking for and which RIA best suited for me. We had narrowed it down to four choices and through additional conversation went to two. Finally through addition discussion he help me come to the conclusion which would be the best relationship for me. Jeff was truly helping me figure out what would be best for my clients, me and my family. Jeff was able to remove a large burden of research and time.”

Ted D.

“I was referred to Jeff Nash of Bridgemark Strategies by an industry colleague to help our firm evaluate custodial platform options. Jeff has a deep knowledge of the industry and a vast network of industry and non-industry contacts that allows him to be incredibly effective in his approach to achieving results. Jeff’s professionalism and ability to deliver on a tight timeline has led us to engage him in multiple capacities. He has expertise in running a custodial/broker dealer RFP process, evaluating M&A opportunities for both buyers and sellers, and leading strategic planning efforts. ”

Max W.

“I’ve had the opportunity to work with Jeff and Bridgemark on several projects over the last few years. They separate themselves from their competition in many ways. He and his team are knowledgeable and collaborative. They are incredibly engaged from start to finish and go way beyond the typical introduction and hand off. I trust Jeff implicitly and Stratos will no doubt look forward to a long and productive partnership with his firm.”

CEO, Stratos Wealth Partners

“I’ve had the opportunity to work with Jeff and Bridgemark on several projects over the last few years. They separate themselves from their competition in many ways. He and his team are knowledgeable and collaborative. They are incredibly engaged from start to finish and go way beyond the typical introduction and hand off. I trust Jeff implicitly and Stratos will no doubt look forward to a long and productive partnership with his firm.”

CEO, Stratos Wealth Partners

“Jeff helped me navigate through a successful broker dealer change and was invaluable in the process. He has extensive knowledge of the industry, is well connected, and understands all the nuances associated with a broker dealer change. He was extremely professional at all times and also very honest and forthright in all discussions. I would highly recommend Jeff to anyone considering a broker dealer change.”

Ken S.

“As an advisor who had thought long about succession planning and the importance of continuity for our practice, Jeff Nash and his firm proved invaluable to not only our practice but ultimately our lives, personally. Jeff found, managed, and guided us through an acquisition of our practice, that without his guiding hand, likely would not have happened. He is clearly qualified and knowledgeable of our profession and great at what he does. More importantly, his many years of experience have made him intuitive and consultative in ways that made all of the difference to us and resulted in a successful transition. Throughout the entire process, he was also endlessly responsive, helpful, and supportive in ways that allows me to call him my friend.”

Ron L.

“I highly recommend Jeff Nash to any advisor looking for help in evaluating the available Broker Dealer and RIA opportunities. Jeff is very knowledgeable and patient, spending well over a year of his time helping me to evaluate and compare options that would best fit my goals. He personally attended many of the due diligence meetings with my wife and I and he was always available via email text or phone. From the beginning, Jeff was determined to help me find the right fit for my business style and goals. Ultimately, he helped me to select a fantastic fit that I may not have chosen on my own. I credit his experience and advice to providing me with the confidence to make the move a lifetime”

Paul M.

“Jeff Nash was a valuable asset to me as I made the decision to transition from a large B/D after thirty five years to a boutique B/D. Jeff’s advice and contacts within the industry were most helpful.”

David B.

B/D Research

With 1000’s of B/Ds to choose from, how do you navigate the difficult maze of choices? Bridgemark works to understand your goals and priorities to holistically help you in your search.

learn more

RIA COMPARISON

Are you thinking about launching your own RIA or joining an existing one? There are many questions that arise. Let us help you navigate your options to select the right path.

learn more

MONETIZATION STRATEGIES

What’s your business worth? Financial advisors often don’t know the true value of their business and when they start planning their own succession often start too late.

learn more

Feel, Fit and Financials®