PLANNING
RISK MANAGEMENT
GUIDANCE
NewBridge is your home for thoughtful patient guidance throughout your financial life
Our core planning team works with various professional services, tax professionals, and technology providers.
About
Since our inception, NewBridge Advisors
has been focused on patient communication with all clients in all stages of life.
We are here. We want to talk with you. Through our discussion and fact finding process we help to focus financial goals. You are here with us on the journey. As our discussions go, you will find that we can help on Investments, Life Insurance, Property Casualty, Retirement Cash Flow, and many other topics. You have access to information that is realtime as well as dynamic so you can see how different choices can impact goals.
Andrew J. Evans, MBA
Owner Advisor
Andrew has been in the financial services industry for over 13 years. He has worked many individual clients on their goals. A Graduate of Ohio Northern University and Indiana University of Pennsylvania. He also serves as Management Principal to the Atlantic Financial Group, a National Firm with over 200 independent Financial Advisors. Andrew and his wife reside in Plum, PA with their two children.
Services
Planning & Advice
Take a look at all the financial items you need to deal with in any given day. These can get overwhelming. From contributions into a company sponsored plan to considering what is best way to gain cash flow from investments in retirement. We want to help clear the fog of options. There is a path for everyone but there is no single path.
You will sit with our team, discuss your current situation and how that is effecting your short, mid, and long term goals. Not only do we review investments but also the protection of those investments. With clear vision and clear goals, you will have access to technology that you can see where you currently stand in Net Worth, Retirement Savings, Cash Flow, Risk Mitigation, and many others. You will have a team to turn to when the questions come.
Current or Prospective Clients
As soon as you are ready to take the first step with us on the financial journey, please enter your information here. You can give us a short background on your interests if you would like.
We are always pleased to hear from high-calibre individuals, although we would stress that we are a financial guidance firm and not a great location for product solicitations.
Looking for a new home?
If you are an advisor who is in search of a new platform to provide your clients a great experience, please upload your resume.