Redbridge Financial

Fiduciaries

Our specialized team helps fiduciaries in three critical ways.

Investment Advice

Smart financial advice for the discerning investor.

Investment Guidance

Business Owners

Has someone shown you all the ways your business can work for you?

Business Owners

Financial Guidance

Choose an independent, customized approach.

Financial Guidance

Why Choose redbridge

We utilize three core principles to help our clients achieve financial success.

Risk Management

Do you know how many different kinds of risks that can affect your financial plan?

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Investment guidance

There are over 20,000 different mutual funds, stocks and bonds. How do you choose the right ones for you?

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intellectual capital

“In the multitude of counselors there is accomplishment.” - Ancient Proverb

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

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Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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When Markets React

When markets shift, experienced investors stick to their strategy.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Meet Our Team

David Bailey

David Bailey

President & CEO

Kennedy Wininger

Kennedy Wininger

Risk Management

Mark Skrocki

Mark Skrocki

Risk Management

Shon Robinson

Shon Robinson

P&C Agent

Taylor Kocan

Taylor Kocan

Administrative Assistant

Terence Paulauskis

Terence Paulauskis

Senior Vice President

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