Securities offered through LPL Financial, Member FINRA (http://www.finra.org/)/SIPC (http://sipc.org/). Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities.
For a list of state in which I am approved, please visit www.blackbridgeofsouthport.com
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Our Strengths Are Your Strengths
Brett McKeithan has been in the financial services industry for almost two decades. During those years, he has seen nearly every possible market and economic condition and has guided hundreds of clients through the best of times and the worst of times.
Brett comes from a customer service and managerial background. He has found that getting to know a client and their needs are the only way to develop a plan to help address those needs. Brett prides himself on building relationships, not making sales.
Blackbridge Financial is an independent firm. This fact puts our clients in control. We have no proprietary products or sales goals to meet. The only goal we have is to do our best to execute a solid financial strategy that will propel our clients toward their objectives.
Brett is a CERTIFIED FINANCIAL PLANNERTM Professional and a Certified Financial Consultant. These designations took years of study to obtain and require many hours a year of continuing education to maintain. Brett enjoys studying the science of the financial markets. His goal is to create plans that pursue client’s goals by using investments and his knowledge of the markets to help work towards success.
Besides being an avid photographer, Brett enjoys staying fit, playing basketball, fishing, and spending time indulging in local cuisine with friends. Many of the photographs on this site were taken by Brett.
A Strong House, A Strong Foundation
Blackbridge Financial is built on core values that guide everything we do.
Honesty
Trust
Service
We believe in being frank and open in every situation. The financial marketplace can be a treacherous road to navigate alone. Brett has become a navigator of this path’s twists and turns. Out of integrity, he tells every client that they will hear the good news and bad, all the pros and cons. He will always be transparent in the advice he gives.
Our Goal Is For You To Have Confidence in Your Investments Being Managed Properly
At Blackbridge Financial, we understand that trust takes time to build. That is why we use as much time as necessary to get to know our clients prior to doing any business. We create long-term strategies, and we need our clients to understand fully and be confident at every step.
Brett McKeithan is a gifted communicator. He enjoys educating his clients on the markets and how they affect each client’s unique circumstances. It is only after seeing a plan come full circle, and the client reaching their desired goals, is Brett satisfied.
There Is Nothing Without Our Clients
To say that our clients always come first is an understatement. Our clients are everything to us. There is never a rush or a question that needs to go unanswered. At Blackbridge Financial, you will see that constant communication is essential to keeping our clients in the know and extremely satisfied.
Going Above And Beyond, It Is That Simple
Blackbridge Financial is a full-service wealth management firm geared toward helping our clients pursue their financial dreams. We specialize in many areas, including:
Retirement Planning
Income Planning
Investments
Insurance
Money Management
