INDEPENDENT &
COLLABORATIVE
Keep your independence with the support of a collaborative team environment.
Partner with a Growing Firm That Invests in You
"We take pride in being the essential resource you can turn to at any time, helping you realize that while you are in business for yourself, you are not by yourself."
Your Independence. Our Support. Your Success.
At Bridgehead Financial Group, we take pride in being a trusted resource our advisors can rely on at every stage of their journey. We believe that while you may be in business for yourself, you should never have to do it alone. Our mission is to provide the guidance, resources, and partnership you need to build a successful practice while maintaining your independence.
Everything we do is guided by two core principles: Always do the right thing. Always do things right.
Ready to experience the Bridgehead difference? Contact Bridgehead Financial Group today at 844-769-9234 or 636-692-5710 to start a conversation about your future.
Soar with independence and support!
With more than 30 years of experience in the financial services industry, Bridgehead Financial Group is ready to partner with you in achieving your professional goals. We offer a collaborative team environment designed to help financial advisors grow their businesses, better serve their clients, and pursue success on their own terms—all while maintaining the independence that matters to them.
Whether you're looking to grow your existing practice, buy an established practice, or sell your business, Bridgehead offers the experience and partnership to help you explore your next opportunity.
We're seeking motivated financial advisors with well-rounded financial planning practices and a minimum of $150,000 in trailing 12-month gross dealer concessions (T12 GDC) who are ready to take the next step.
Let's explore what's possible together. Contact Bridgehead Financial Group today to discuss your goals and discover how we can support your next chapter.
YOU GAIN. YOU GROW. YOU SUCCEED.
An affiliation with Bridgehead Financial Group provides financial professionals with access to the technology and resources of Osaic Wealth, while also having a Midwest touch & independent branch feel.
INDEPENDENT &
GROW YOUR
PRACTICE
Access resources, training, product knowledge and marketing tools to help you grow.
SUCCESSION &
TRANSITION SUPPORT
Strong leadership and planning guidance to help you plan for today and tomorrow.
SCHOLARSHIPS &
DISCOUNTS
Exclusive scholarships, branch discounts and training for you and your team.
TRAINING &
EDUCATION
Monthly training and mentorship to expand insurance planning for your clients.
BUILT-IN
PROTECTION
Succession and contingency planning support for lasting peace of mind.
Bridgehead
FINANCIAL GROUP
BFG AFFILIATION BENEFITS
Enhance your business by leveraging the strengths of BFG
An affiliation with Bridgehead Financial Group provides financial professionals with access to the technology and resources of Osaic Wealth, while also having a Midwest touch & independent branch feel.
AFFILIATION BENEFITS INCLUDE:
We keep our Reps informed on important issues, ensure you (and your staff) are fully trained on all processing and compliance related changes. Meetings are done in person, phone or email!
As one of the top branches of Osaic Wealth, we have a voice with leadership, and have access to those making decisions when issues arise.
We provide assistance on sales strategies, current product information, and marketing ideas; utilizing the Reps in the branch to help share knowledge. We can help provide as much or as little product knowledge and support you need.
Reps are encouraged to link their presence to our BFG website; this can help with succession and client acquisition giving the benefit of being part of a bigger organization.
We provide our Reps with additional branch discounts and scholarships:
- 2 – scholarships annually to help our Reps grow with Osaic’s Next Level Class
- Additional discounts on CFP exam and other training
Built in Succession and Contingency Planning – strong leadership in executing succession plans within the group and providing guidance on how to structure. BFG also has several generational groups.
Monthly Women’s Group support/training call – approximately half our group is comprised of women advisors. Active in mentorship.
We offer a Collaborative team environment.
Admin Staff available to help you with transition.
Monthly Insurance training and education is also available to help those Reps looking to expand insurance planning for their clients and prospects.
For more information about opportunities with Bridgehead Financial Group, please contact:
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Advisor Continuity & Succession Solutions
Secure your legacy and protect your life's work with Bridgehead Financial Group (BFG). We offer three distinct levels of advisor continuity and succession support tailored to your practice's lifecycle.
- Umbrella Contingency Plan
- Emergency Protection: BFG automatically steps in to purchase your practice in the event of sudden death or disability if no other plan is in place.
- Estate Peace of Mind: We ensure your spouse or estate extracts the hard-earned equity of your business using a standardized, transparent framework.
Valuation Formula
Practice Value = 1.5 X Trailing 12 Months Recurring Revenue
Deal Structure
Practice Value |
Down-Payment |
Payout Period |
< $200K |
25% down |
Remainder over 3 years |
$200K to $400K |
25% down |
Remainder over 5 years |
$400K to $800K |
25% down |
Remainder over 6–7 years |
> $800K |
25% down |
Custom terms / To be determined |
- Full Succession Planning
- Strategic Matching: Connect with Osaic’s diverse network of advisors across all ages and growth stages to find the perfect fit for your clients' style.
- Maximizing Value: Utilize our deep institutional knowledge and structural resources to maximize your practice's ultimate exit valuation.
- Custom Frameworks: We help design and execute virtually any succession architecture, including:
-
- Continuity and Guardian agreements
- Fully funded Buy/Sell agreements
- Option and Right of First Refusal (ROFR) structures
- Practice Growth & Acquisition Support
- Strategic Coaching: Access dedicated acquisition coaching when you are looking to scale your practice through buying.
- Internal Pipeline: Tap into exclusive, warm internal succession and acquisition opportunities within the BFG and Osaic networks.
- Capital Resources: Leverage external practice acquisition loans and financing structures to fund your growth.
You can speak to us in complete confidence. Reach out whenever you are ready.
