#USA #Brighton Jones #Garrett Newman #Christopher Budny #San Diego, Fort Lauderdale

Brighton Jones Expands Wealth Management in Southern California and Florida

Brighton Jones, a leading wealth management firm with assets under advisement exceeding $30 billion, has recently announced its strategic expansion into two significant markets: San Diego, California, and Fort Lauderdale, Florida. This move underscores the firm’s commitment to aligning clients' wealth with their personal values and life goals.

On September 15, 2026, the firm introduced Garrett Newman, CFP, as the Lead Advisor in San Diego and Christopher Budny, CFP, in Fort Lauderdale. Their roles are pivotal as they assume the responsibilities of Personal CFO for individuals and families while leading localized service teams. This approach is designed to ensure comprehensive wealth and investment management services that cater specifically to the needs of clients in these communities.

New Advisors Joining Brighton Jones

Garrett Newman brings over 15 years of experience in the wealth management sector, previously working at After-Tax Wealth Management, where he built a strong client base. Throughout his career, he has also held significant positions at Prudential Financial and Fidelity Investments. Newman's focus in San Diego includes delivering tailored financial strategies that resonate with the local clientele, enhancing their financial well-being and investment opportunities.

Meanwhile, Christopher Budny is set to oversee the operations of the newly established Fort Lauderdale office. Having launched his career at Vanguard and gaining valuable experience as a Financial Advisor, Budny is well-equipped to foster relationships within the South Florida community. His expertise spans various areas, including client service and business development, making him a crucial asset in ensuring the delivery of top-tier client service that Brighton Jones is known for.

Firm's Philosophy and Growth

Brighton Jones has pioneered a Personal CFO model, integrating financial planning with a deeper understanding of clients' overarching life ambitions. Carley Dillon, the General Manager of Personal CFO and Chief Experience Officer at Brighton Jones, stated, “Our Personal CFO model, coupled with our Wealth Alignment philosophy, continues to attract experienced, dedicated, and client-focused professionals to our firm.” This innovative mindset not only helps to manage clients' assets efficiently but also emphasizes their overall well-being and life satisfaction.

As the firm’s geographic footprint expands, establishing offices in these vibrant markets demonstrates its dedication to local communities. Mark Jones, Chief Growth Officer at Brighton Jones, emphasized the importance of Lead Advisors embodying the firm’s core values within their communities: “Garrett and Christopher exemplify our commitment to prioritizing clients' overall well-being.”

Locations of New Offices

The new San Diego office is situated at 12636 High Bluff Drive, Suite 400, San Diego, CA, 92130. Conversely, the Fort Lauderdale office will be located at 100 N Federal Highway, Fort Lauderdale, FL, 33301. Both offices aim to serve as hubs for personal financial management and investment advice, tailored to meet the distinct needs of their respective regions.

Conclusion

With more than 4,000 clients and continually growing assets, Brighton Jones is set to reshape wealth management in Southern California and Florida. The addition of Garrett Newman and Christopher Budny not only enhances their client service capabilities but also reinforces the firm’s commitment to uplifting the financial journeys of individuals and families. As Brighton Jones continues to broaden its reach, its core mission of aligning wealth with the personal values of clients remains at the forefront of its strategy, empowering clients to lead richer and more impactful lives.

For further details and insights into Brighton Jones' services and approach, visit their official website at brightonjones.com.