Heritage of Independence

Bradley, Foster & Sargent was founded in 1994 as a registered investment advisor to support both individuals and institutions in meeting their long-term financial goals through tailored investment management and excellent service.

Today, BFS continues its tradition of putting clients first, managing and investing money in each client’s best interest.

The BFS Difference

Our experience precedes us

Our team has solid credentials, experience and expertise to provide thoughtful perspective and informed wealth and investment solutions.

Our research guides us

We conduct our own investment research, supplementing Wall Street research to help ensure insightful decisions.

Our impact starts with access

What differentiates our firm from most is that our clients have a direct relationship with their portfolio manager, so they can build a personal connection to help guide more informed and impactful decisions.

Our interests are aligned

As an independently owned and managed firm, we are not influenced by outside interests; we do what is right for our clients by providing wealth and investment advice solely in their best interests.

Our attention is personal

Our culture is based on serving clients well. A person, not an automated system, answers the phone, and we reply promptly to messages.

Our commitments are long-term

We provide continuity and stability through an established culture of commitment, with many of us having been with the firm 20+ years.

Our value is all-encompassing

We bring together the expertise of a large firm and the individualized service of a boutique advisory to add ongoing value to our relationship.

In the Community

As a firm and as employees, we are committed to giving back. We support the organizations that play a significant role in our lives. We also support our industry through a long-standing mentoring program.