Bridgemark Strategies has launched as a comprehensive independent consultancy for independent financial advisers and financial advisory firms seeking strategic planning, execution and advice in business and human capital transitions. Led by three veteran industry leaders with decades of expertise in adviser transitions and executive recruiting, Bridgemark will advise broker-dealers, registered investment adviser (RIA) firms and financial advisers across the retail financial advice industry.
From changing broker-dealers or starting an RIA, to executive recruiting for the home office teams of independent firms, 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-d
