Bridgewater Advisory Group

Cultivating Joy Moments through Personalized Financial Planning

Clarity. Confidence. Joy!

Empowering you to fully engage in what matters most

Get ready for more
joy moments.

What if you had a clear vision for your financial future? What if you knew exactly what it would take to accomplish your goals, and you had confidence that you were prepared for your ideal life?

You would have peace. Assurance. Freedom to be fully engaged and present in what matters most to you.

That is where joy begins.

Your Journey to Joy

At Bridgewater, we exist to cultivate Joy Moments. We create personalized financial plans that give you clarity about your present situation and show you a clear path to the life you want. We walk side by side with you on your journey to Joy, helping you establish financial security and purpose so you can focus on the most meaningful things in your life.

Equipped

Our firm was founded in 1993, and we bring a wealth of experience to the table. We’ve helped guide families through every stage of their financial lives, and our goal is to lead you to Joy – no matter where you are starting from.

Collaborative

Your needs, values, and desires drive everything we do. We ask important questions, listen attentively, and get to know you personally so we can provide meaningful guidance and support for your entire financial journey.

Proactive

We continually assess your goals, monitor your progress, and recommend adjustments to your financial plan as needed—so you can always have clarity and confidence about where you are, where you’re going, and your next steps.

Meet Our Advisors

“It doesn’t do any good to live your whole life,
make money, and not be happy.” – Terrence Bridgewater

Terrence Bridgewater headshot

Terrence S. Bridgewater,
CPA

Principal,
Financial Advisor

Ethan headshot

Ethan Bridgewater,
CFP®, ChFC®

Chief Compliance Officer,
Financial Advisor

Meet Our Team

Thumbnail of the Spark Joy Workbook

Awaken Your Vision for What’s Possible

You deserve a life that feels purposeful, joyful, and aligned with what matters most. This workbook is designed to help you look beyond the day-to-day and reconnect with the deeper desires that shape your most meaningful goals. Share your information below to access your free fillable Spark Joy Workbook and start exploring what a fulfilled, intentional future could look like.

This field is for validation purposes and should be left unchanged.

Thumbnail of the Spark Joy Workbook

Awaken Your Vision for What’s Possible

You deserve a life that feels purposeful, joyful, and aligned with what matters most. This workbook is designed to help you look beyond the day-to-day and reconnect with the deeper desires that shape your most meaningful goals. Share your information below to access your free fillable Spark Joy Workbook and start exploring what a fulfilled, intentional future could look like.

This field is for validation purposes and should be left unchanged.

Reserve Your Seats

Join us for an intentional evening designed to help couples reconnect, reflect, and create more meaningful Joy Moments together.

Please complete the form below to request your seats.

This field is for validation purposes and should be left unchanged.

Partner 1

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Partner 2

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(Please let us know if you have any dietary restrictions, allergies, or accommodations we should be aware of.)
(Optional comments, questions, or additional information.)

Join the Waitlist

Complete the form below and we’ll make sure you’re among the first to hear about upcoming events.

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