CoveredBridge™

The CoveredBridge Mission

At CoveredBridge(TM), we believe that where you receive your financial advice is one of the most important financial decisions you'll ever make.

We seek to bring investors and sources of financial advice together in a systematic and organized approach, reducing the noise and effort of traditional approaches.

No more taking a cold-call from your uncle's college roommate.

Our Process

We begin by interviewing investors and finding out what is important to them.  We then take that information and query our list of registered RIAs and match them to the source of financial advice that best suits their needs.

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