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Bridgeford Advisors, Inc.
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Delivering

Direction and Control

Our Team

David A. Warren, JDPresident and Chief Executive Officer

Chris H. Halverson, JD, CTFAManaging Director

Sherry L. LappDirector of Operations

Sydney E. WarrenOperations Coordinator

Melissa J. RobersonGlobal Marketing and Digital Media Director

David A. HammarbergInformation Technology Director

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Latest News

  • modern-trust-law-webinarDecember 6 Webinar – Modern Trust Law and the Evolving Trust Industry: In Defense of the New ParadigmNovember 21, 2023 - 10:53 AM
  • november-events-2023Bridgeford to Sponsor and Speak at Upcoming Events in NovemberNovember 10, 2023 - 10:23 AM
  • hawaii-tax-instituteBridgeford to Sponsor Hawaii Tax Institute’s 60th Annual ConferenceNovember 3, 2023 - 1:26 PM

Latest Videos

  • Independent v. Institutionalized Trust CompaniesOctober 27, 2023 - 11:46 AM
  • Asset Protection and Privacy in an Era of Emerging Reporting RegimesJuly 19, 2023 - 12:29 PM
  • Host Services for Trust CompaniesFebruary 23, 2023 - 2:53 PM

Our Company

Bridgeford Advisors, Inc. is a legally distinct sister company of Bridgeford Trust Company and coordinates consultative, planning, business development, and marketing support at locations in California, Florida, Pennsylvania, and South Dakota.

Bridgeford Trust

As an independent, full-service trust company with South Dakota Trust powers, Bridgeford Trust Company provides independent, collaborative, and world-class multi-family office and third party fiduciary services to domestic and international families.

Bridgeford International

Bridgeford International is the international planning arm of the Bridgeford family of companies operating globally to promote the power of U.S. modern trust law and provide insurance planning solutions to U.S. and non-U.S. clients.

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Connect with us online to stay on top of today’s latest developments regarding modern trust law and discussions around powerful planning opportunities!

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