Trustworthy. Knowledgeable. Authentic.

Blackbridge Financial SC offers financial services to address your needs including but not limited to risk management, estate planning, financial planning, business consultation, and intergenerational wealth transfer.  We customize each client’s plan based on their unique financial situation and work to execute agreed-upon goals.  The team at Blackbridge Financial are ready and willing to help our clients make meaningful decisions so you can take your next step with confidence.

About Us

Custom plans for every stage of life.

Wherever you go, we'll go there with you.

Small Business Resources

Setting Up Your Home-Based Business

Setting Up Your Home-Based Business

If you're considering starting your own home-based business, you may be in good company. Setting up a business from home may mean more than just hooking up a printer or ordering business cards. Here are a few steps to take when setting up your home-based business.

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Choosing the Right 401(K) for Your Employees & Your Business

Choosing the Right 401(K) for Your Employees & Your Business

There are many good reasons to implement a 401(k) plan, and lots of providers eager to help you do so. Choosing among those providers can be a bit bewildering, so we've put together a preliminary checklist to help you get started.

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Financial Tips for HVAC Company Owners

Financial Tips for HVAC Company Owners

There are a few steps HVAC company owners may take to develop financial confidence. Here are some tips that may help HVAC company owners and supervisors manage profit margins and potentially save more tax-advantaged money for retirement.

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Blackbridge Financial News and Updates:

Blackbridge Financial News and Updates:

Congratulations Alex Lewis! 

Alex Lewis, CEPA, CPA, CFP®, is a recipient of the 2021 Forbes Top Next-Gen Wealth Advisors Award!

The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980.  Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed.   Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

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