Firm Awards and Recognition

Bridgehaven Fiduciary Partners is proud to be recognized by the industry as a fiduciary and a top advisory team specializing in serving the defined contribution (DC) retirement plan community across the United States. In addition, we have been quoted by numerous news publications throughout the years given our expertise and prominence in the retirement space.

Click on the Firm Award links below to view the most current associated press releases:

NAPA

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 Top DC Advisor Teams, 2017–2020*

*The National Association of Plan Advisors (NAPA) Top Defined Contribution (DC) Advisor Teams are ranked by self-reported DC assets under advisement (AUA), AUA threshold of $100 million.

Financial Times

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Top Retirement Advisors, 2018–2020*

*The Financial Times 401 Retirement Advisers rankings are based on data provided by financial advisors and financial services firms. The applicants were then graded on six criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. Investment performance is not an explicit component.

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A look at how transactional tax would impact Main St. vs. Wall St.

Senator Bernie Sanders (I-Vt.) is proposing a 0.5 percent tax on stock trades and a 0.1 percent tax on bond trades to pay off student debt. Greg Marsh, Managing Director at Bridgehaven Fiduciary Partners, joins "Power Lunch" to discuss whether the proposal would generate enough money.

Click here to see the full interview.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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