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Professional. Knowledgeable. Authentic.

Professional. 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.

Blackbridge Financial News and Updates:

Blackbridge Financial News and Updates:

Forbes Best in State Wealth Advisors 2024 

Alex Lewis, Wealth Advisor


Congratulations to Alex Lewis for being named in the 2024 Forbes "Best-In-State Wealth Advisors" list! We are humbled to be recognized, and excited to continue to serve our clients and community.

The advisors listed for this recognition have a track record of success over time and have made the list based on an algorithm of criteria that SHOOK research performs.
Custom plans for every stage of life.

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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*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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