# Bridgewater Advisory Group

> Bridgewater Advisory Group is a financial planning and investment advisory firm founded in 1993, dedicated to cultivating "Joy Moments" through personalized financial planning. The firm is a registered investment adviser in Missouri and Texas, led by Terrence S. Bridgewater, CPA and Ethan Bridgewater, CFP®, ChFC®.

Bridgewater helps individuals and families achieve clarity, confidence, and joy by building personalized financial plans, monitoring progress, and proactively adjusting strategies so clients can focus on what matters most. The firm's approach is equipped (decades of experience), collaborative (driven by client values and goals), and proactive (continuous assessment and guidance).

## Who We Are

- [Our Ethos & Values](https://bridgewater-ag.com/who-we-are/our-ethos-values/): The guiding principles and mission behind Bridgewater's approach to financial planning
- [Meet Our Team](https://bridgewater-ag.com/meet-our-team/): Advisors and staff who guide clients on their journey to Joy
- [Investment Committee](https://bridgewater-ag.com/who-we-are/investment-committee/): The team responsible for investment strategy and portfolio oversight

## What We Do

- [How We Help](https://bridgewater-ag.com/what-we-do/how-we-help/): Financial planning, investment management, and advisory services for every life stage
- [Our Process](https://bridgewater-ag.com/what-we-do/our-process/): How Bridgewater works with clients to build and maintain their financial plan

## Get Started

- [Let's Talk](https://bridgewater-ag.com/lets-talk/): Schedule a conversation with a Bridgewater advisor
- [Joy Moments](https://bridgewater-ag.com/joy-moments/): Stories, resources, and insights from Bridgewater clients and advisors

## Client Resources

- [WealthHub Client Portal](https://app.rightcapital.com/account/login?cobrand=oEVEHw_GLrmiJCAd6fl7Wg&type=client): Secure login for existing Bridgewater clients

## Contact

- Phone: (636) 937-9333
- Email: terry@bridgewater-ag.com, ethan@bridgewater-ag.com
- Address: 6 Waggener Industrial Court, Crystal City, MO 63019

## Optional

- [Disclosures](https://bridgewater-ag.com/disclosures/): Regulatory disclosures and compliance information
- [Form ADV](https://bridgewater-ag.com/wp-content/files/BridgewaterAdvisoryGroup-FormADV.pdf): SEC Form ADV disclosure brochure