Originally founded in 1989 as Penniall & Associates, Inc., the firm rebranded to Bridge Advisory, LLC in 2021 to better reflect its mission and services. It operates as an independent wealth management firm, acting as a fiduciary for its clients, which include individuals, families, and business owners. The company specializes in providing a holistic approach to financial well-being through services such as personalized investment management, retirement planning, estate planning, and business succession strategies.

Founded in

United States