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. is deeply committed to serving our community and giving back in meaningful ways. Each quarter, we select a local organization to support and invite our clients to join us in making a positive impact.
For 2026, Bright Financial has adopted Harbors West Park in Portage through the City of Portage Adopt-a-Park program. This year-long commitment allows our staff to actively care for and enhance the park, helping preserve a space the community can enjoy for years to come.
In addition to the Adopt-a-Park, we will continue seeking new opportunities each quarter to support our community throughout the year. We would love to hear about causes close to your heart and sincerely thank our clients for helping make our past community initiatives so successful. Your support makes it all possible.