Areas of Excellence.

Bridgemark Strategies is a financial advisor-centric consulting firm focused on coaching advisors through the next phase of their business.  We specialize in areas including helping advisors, advisory firms or financial institutions evaluate Broker-Dealers, RIAS, Custodians  or even whether or not to break away and establish your own RIA.  Additionally, we have a customized approach to helping advisors and advisory firms sell or merge their business with the right strategic partner and we have a proven track record of success.

Bridgemark also offers a coaching and consulting solution that leverages our decades of industry experience which is designed for Broker-Dealers, RIAs, OSJs, and financial institutions.


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.

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.


Identifying Potential Acquisitions

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

Coaching &

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”.


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.


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…