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.
For the third quarter of 2025, our staff will be volunteering and participating in the Bronson Children’s Hospital Run & Walk. We would love for you to join in on this effort! Please see below for more information:
Event: Bronson Children’s Hospital Run & Walk 2025
Date & Time: Sunday, September 28th @ 10:00 am
Event / Registration link:
Click Here
Bronson Children’s Hospital is the only children’s hospital in southwest Michigan. They are committed to maintaining a full complement of pediatric specialists to treat seriously ill and injured children. Your generous support helps ensure the highest level of pediatric care that children and their families count on to be here when they need it. By coming together, we can help secure the future of children’s healthcare in our community.
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!