We seek to help you, our clients, develop a holistic plan designed to connect you with your future.
At Blackbridge Financial, we make our clients the top priority by guiding them through financial decisions at every stage of their lives. From financial plans to estate plans, investment management to risk management, from benefits for individuals to small business owners, we do it all so you don’t have to.
Our approach to client empowerment targets your core beliefs. It begins with uncovering your true feelings about financial matters and educating you on the markets, economy, investment strategies, risk management solutions, and legacy planning.
By looking at your current investments alongside your goals we work with you to create the right plan to get you to point B and beyond.
Blackbridge advisors offer a range of services, including but not limited to:
As an entrepreneur, managing day-to-day business operations can take time away from serving clients and growing a practice. Independent Advisor Alliance, LLC, a registered investment adviser, provides its investment adviser representatives with a broad range of customized support services designed to optimize efficiencies and ease operational burdens. Blackbridge Financial is an other business name of Independent Advisor Alliance, LLC.
Independent Advisor Alliance, LLC has branch offices in 22 states and serves more than 200 independent LPL financial advisors. The registration of Blackbridge Financial advisors with Independent Advisor Alliance, LLC allows the advisers to focus on financial planning, asset management, and providing valued and comprehensive service to clients. Advisors associated with Blackbridge Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Independent Advisor Alliance, LLC; or (2) registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC; or (3) solely investment advisor representatives of Independent Advisor Alliance, LLC, and not affiliated with LPL Financial. Blackbridge Financial is an other business name of Independent Advisor Alliance, LLC. Investment advice offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. They serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
The IAA and Blackbridge Financial headquarters’ close proximity to the LPL office in Fort Mill, SC, allows for the development of relationships between our advisors and key LPL personnel. These relationships are instrumental in providing quality service, advocacy, and value to our clients.
*Based on total revenues, Financial Planning magazine June 1996-2020