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BridgePort Financial Solutions Achieves Significant Milestone in 2024

BridgePort Financial Solutions, a renowned investment advisory firm, has proudly announced that it surpassed a remarkable milestone of $2 billion in total assets under advisement (AUA) in 2024. This achievement is a testament to BridgePort's relentless commitment to providing innovative succession planning and organic growth solutions for fee-only independent advisors.

Founded with the vision of empowering financial professionals in designing tailored succession plans, BridgePort has continuously evolved its service offerings. The firm has made substantial strides in the market, having completed two key acquisitions — PearTree Advisory Group and Premier Wealth Advisors — in the last quarter of 2024. These acquisitions alone represent over $400 million in additional AUA, substantially contributing to the firm's overall success.

Eddie Rollins, the Managing Director at BridgePort, expressed his excitement about the new partnerships, stating, "These recent deals further BridgePort's purpose and commitment to provide advisors with tailored solutions for business continuity, succession planning, and long-term growth that ultimately benefit the clients." With this strategic approach, the firm aims to enhance its services and support for financial advisors across the country.

BridgePort's approach revolves around offering flexible options that include the potential sale of a minority, majority, or complete ownership of a business. This flexibility is crucial for financial professionals seeking to navigate their succession strategies effectively. Every acquisition made by BridgePort enhances its legacy of excellence in areas such as comprehensive financial planning, investment management, and corporate retirement solutions.

Beyond acquisitions, BridgePort is dedicated to ensuring its financial professional teams have access to a streamlined advisory platform. This platform is designed to foster an enriched client experience while simultaneously helping advisors achieve their business goals.

In addition to product offerings, BridgePort provides essential solutions that empower financial professionals to sustain organic growth. This is accomplished through robust practice management, outsourcing services, and abundant networking opportunities that aid in expanding their businesses.

Overall, the accomplishment of surpassing $2 billion in AUA reflects BridgePort Financial Solutions' strength and resilience in the investment advisory space. By consistently optimizing their offerings and remaining dedicated to their mission, BridgePort is well-positioned for continued success and growth in the future.

For those interested in learning more about BridgePort and its services, further information can be found on their official website.