We help affluent families design and build financial bridges to connect the most important people in their lives.


Bridge Financial Group works with families and their advisors to create personalized wealth transfer plans and life insurance portfolios to protect family assets, business interests, and charitable legacies into the future.

In today’s environment, these structures are critical. Without a bridge, half of an estate can be swept away as wealth crosses from one generation to the next.

Thank you for your interest in our services, our principles, our membership in M Financial Group, and our team. If you have questions or would like to learn more, please contact us.

“We have the satisfaction of helping clients protect their wealth for future generations; at the same time, we get to enjoy the long-term relationships we develop along the way. I feel extremely fortunate.”


Jay Cleary
Bridge Financial Group, LLC