Here at Blackbridge Financial, located in Columbia, South Carolina, we know how stressful life can be. Maybe you’re a small business owner trying to navigate the ins and outs of entrepreneurship. Or, maybe you’re approaching the milestone of retirement, but you’re asking yourself if you’re prepared. We understand because we’ve been there.
Since 2001, our team has worked in this industry, helping people just like you strive for their financial goals and have the reassurance that their finances are taken care of.
We have worked to create a unified team of advisors and financial planners to help you through the tough decisions in life. From planning to send your children to college, to retiring and transitioning your small business, to arranging your estate for the next generation, our team has the credentials and expertise to assist you with your financial needs, always keeping your best interest at heart. Our goal is to help take the stress out of your finances, so you can focus on what really matters.
The Blackbridge Financial team is ready to use our years of service as we seek to meet and exceed your financial needs. Reggie Boan has been in the Finance industry since 2001 where he worked for a large financial services corporation. Reggie decided to go independent in 2012 when he opened Boan Financial Group. As his practice grew, Reggie recognized the need to expand his team, and Alex Lewis joined in 2016. In 2017, while thinking about the future and what his succession plan would be, Reggie decided to rebrand the practice to Blackbridge Financial and then made Alex a partner in 2020. Beginning in 2020, Alex transitioned into a management role at Blackbridge Financial and he and Reggie expanded the office to include a total of 4 advisors and 3 support staff. In 2021, Alex was named one of Forbes Top Next-Gen Wealth Advisors*.
At Blackbridge Financial, each client receives a customized experience. The services you need are unique to the needs and desires of you and your family. Here is a list of the services our clients frequently find helpful:
*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.