Trusted Financial Guidance Rooted
in Experience and Excellence
Welcome to Bright Financial Advisors.
Since 1958, our Portage-based firm has been dedicated to delivering professional, highly personalized financial services to individuals, families, and business owners. For us, managing wealth goes beyond the numbers — it’s about helping you navigate the complexity of life with clarity and confidence.
We specialize in comprehensive financial and tax planning for clients, offering strategic guidance in retirement planning, investment management, executive compensation and stock options, business transitions, tax-efficient strategies, estate planning, multi-generational wealth transfer, and charitable giving strategies. Whether you’re planning for your own retirement or preparing to pass wealth to the next generation, we help safeguard your legacy and ensure your wishes are executed with clarity and care.
Backed by a multi-disciplinary team, including an on-staff CPA, we take a coordinated, collaborative approach to building and preserving wealth. Our planning process is methodical, transparent, and personally tailored. We apply time-tested principles with a modern perspective to create custom financial strategies aligned with your goals and values.
When you call our office, you’ll speak directly with a knowledgeable team member who is committed to understanding your needs and providing exceptional service. We take pride in fostering long-term relationships built on trust, warmth, and professionalism.
Discover the advantages of a proactive, personalized, thoughtfully designed financial plan and see the impact of partnering with a team of seasoned advisors who are truly dedicated to your success.
450 West Centre Ave., Suite C
Portage, MI 49024
Phone: 269-373-2700
Fax: 269-345-5712
Community Outreach
Bright Financial Advisors, Inc. feels strongly about serving our community and giving back in any way that we can. Each quarter of the year we choose a local organization to support and encourage our clients to help us in this effort.
In the 2nd quarter of 2025, our staff will be volunteering their time at Pine Lake Fund, whose mission is to collaborate with individuals with disabilities to overcome barriers to increase access to, and success in, postsecondary educational experiences and employment. Supporting Michiganders with disabilities since 1981, they partner with people with disabilities to meet their postsecondary education and employment goals. If you would like to help in this effort, please go to their website for volunteer opportunities and for other ways you could help. https://pinelakefund.org/get-involved/
We continuously look for additional ways to serve our community and would love to hear about causes close to your heart Thank you to all of our clients who have helped us be so successful in giving back to our community in previous efforts! We couldn’t do it without you!