Bright Horizon Advisors

Bright Horizon Advisors

Independent Financial Consulting

our services

Comprehensive financial consulting

Bright Horizon Advisors offers tailored financial consulting for individuals, families, and businesses, focusing on strategy, risk management, and long-term wealth building.

Strategic
Financial Planning

Holistic goal-setting, cash-flow alignment, and policy-driven guardrails that give every dollar a job.

Portfolio
Management

Global diversification, risk budgeting, and tax-aware rebalancing designed to preserve and grow wealth.

Tax &
Estate Strategy

Coordinate with your advisory team to minimize drag and steward capital across generations.

Retirement
Income Design

Withdrawal strategies and benefits integration so every milestone is funded confidently.

About Bright Horizon Advisors

Independent advisors for complex financial lives

We help founders, executives, and multi-generational families translate ambition into disciplined financial action. Every engagement blends strategic planning, portfolio oversight, and accountability rhythms so you can make confident decisions in every market cycle.

Fiduciary perspective

We sit on your side of the table—transparent fees, evidence-based guidance, and policies that keep emotion out of the plan.

Specialist coordination

Bright Horizon Advisors collaborates with tax, legal, and banking partners to ensure your financial architecture works as one cohesive system.

Morgan Price, CFA®, CFP®

Managing Partner

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10+

Years of Excellence

*Plan wealth with intention

*Protect downside risk

*Align capital with goals

*Build confidence in decisions

*Partner with Bright Horizon Advisors

Partner with Bright Horizon Advisors for disciplined financial momentum

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Frequently asked questions

How Bright Horizon Advisors supports confident financial decisions

10+

Years guiding wealth

Aligned with your priorities

Every engagement begins with a planning intensive that documents goals, risk appetite, and cash requirements so our advice supports what matters most.

Disciplined implementation

Bright Horizon Advisors installs dashboards, playbooks, and accountability rhythms so execution stays calm and consistent in every market cycle.

Integrated advisory team

We coordinate directly with your tax, legal, and banking professionals to deliver a cohesive strategy from plan through execution.

What is the first step when working with Bright Horizon Advisors?

We begin with a discovery sprint that inventories assets, cash flow, liabilities, and goals. Within 90 days you receive a prioritized roadmap with immediate actions and long-term policy recommendations.
How often will we meet once the plan is in motion?

Quarterly strategy sessions are standard, with interim touchpoints triggered by market thresholds, cash deviations, or significant life events to keep momentum and clarity.
Do you manage investments as well as provide planning?

Yes. We craft investment policy statements, implement diversified portfolios, and oversee rebalancing, tax-loss harvesting, and manager due diligence.
How are fees structured?

We work on flat-fee or retainer engagements agreed upfront. Clients typically offset our fee through optimized investment costs, proactive tax planning, and decisive financial choices.

Client success stories

Trusted partners for long-term financial confidence

More than 92% of households renew their engagement with Bright Horizon Advisors each year.

“Bright Horizon Advisors gave us structure and clarity. We now have a written policy, automated savings, and a clear view of cash flow every week.”

Sophia Martinez

Technology Founder

“The team at Bright Horizon Advisors coordinates seamlessly with our CPA and attorney. Every year-end plan is proactive instead of reactive.”

Henry Clarke

Family Office Director

“Through scenario planning, Bright Horizon Advisors showed us we could retire on our timelines even with market volatility. We feel prepared, not anxious.”

Elaine & David Harper

Pre-Retirees

Why clients stay with Bright Horizon Advisors

Discipline, transparency, and integration drive results

We combine planning rigor with proactive execution.

Our mandate is to keep you moving forward with clarity. We document policy, monitor cash and risk in real time, and make coordinated recommendations with your broader advisory team.