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The Bridgemark Strategies Difference

Bridgemark Strategies is an advisor centric consulting and recruiting firm.  We work with advisors and advisory teams to help them evaluate their next transition.  A transition is defined as changing broker-dealers, breaking away and starting or joining an RIA or selling or partnering your business.

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Specialty Services

Broker/Dealer
Search

Consulting Advisers Selecting a New Firm

While switching firms can be time consuming and even costly, it is typically far more costly to not change firms.

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Registered Investment
Adviser (RIAs)

Selecting a Custodian

Are you thinking about launching your own RIA or joining an existing RIA?  There are many questions that arise.

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Selling
Practices

Strategies to Maximize Sale Price

Fewer than 20% of advisers have a succession plan.  Succession planning for advisers may be one of the most talked about topics at conferences…

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Coaching &
Consulting

Maximize Profitability & Growth

Most advisers are more focused on generating business vs. running the business.  Studies indicate 40% or more of an independent adviser’s time is spent “running the business”.

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Financial
Institutions

Finding the Right Broker/Dealer Partner

One of the more difficult questions for financial institutions is should they change broker/dealers?  Financial institutions have some unique challenges.

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Buying
Practices

Identifying Potential Acquisitions

For every advisor looking to sell, there are scores of advisors interested in buying. The competition has never been greater.

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Why Choose
Bridgemark Strategies

From Changing Broker-Dealers or starting an RIA to building and executing succession plans, Bridgemark’s professionals provide a comprehensive solution set to a national client base based on long-term, strategic planning considerations.  Complementing these offerings, Bridgemark also delivers end-to-end M&A solutions for independent financial advisory businesses as well as small- to mid-sized independent Broker-Dealers and RIA firms, encompassing a highly customized evaluation and search process to identify potential partners and assistance in structuring and facilitating transactions that create long term value for both parties.

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1. Knowledge of Industry and Broker/Dealers

2. 60+ Years of Experience and Coaching Advisers

3. Commits to Understanding Your Needs & Goals

4. Informative and
Trustworthy

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Client Feedback

One of the foremost experts.

“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

Incredibly engaged from start to finish.

“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 Nash and his firm proved to be invaluable.

“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

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