WHAT WE ARE ALL ABOUT
Our Core Values
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Care
Being a fiduciary means that the client’s best interest always comes first. We are fee-only, so we never sell products or get paid through commissions.
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Curiosity
We don’t assume to know the answer when you walk in the door. Going deeper than the numbers and asking lots of questions helps us understand you and how to help you reach your goals.
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Independence
As a Registered Investment Advisory firm, we maintain independence. We don’t work for a broker or other larger institution. We work for our clients.
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Joy
We want a joyful life for ourselves as well as our clients. If our accounts are growing, but our lives are lacking in joy, we are missing our mark. We want to do more than grow your assets. We want to make sure you retire TO a beautiful life, and that you love your life along the way.
WE’RE HERE TO HELP
- The Pearl Financial Planning -
The firm is located in Annapolis, but we work virtually with clients throughout the United States.
LET ME INTRODUCE MYSELF
About Bridget
I remember the day that my dad wrote the check to pay off my parents’ mortgage. He signed it with a flourish and waved it above his head in victory. At 8 years old, I didn’t quite understand the concept of mortgage, but I did take in the notion that how we use money can make a tremendous impact on how we can live our lives.
I bring to my work a diversity of professional and personal experiences that give me a unique lens through which to view our work together. Before coming to the financial industry, I worked in science policy analysis, and while raising my kids I was a freelance writer and researcher. Besides my own interest in personal finance and investment research, my freelance work included studying several large wealth management institutions. I was intrigued by the field and began working my way toward a career as an advisor, first through property and casualty insurance, then a large life insurance mutual and investment management company. While this exposure to the corporate version of wealth management was valuable, ultimately, it was not how I wanted to serve my clients. After moving to a small financial planning firm, I began to envision a practice focused on women and those who love them.
Life happened along that career path, most notably, in 2018 I experienced divorce, the death of my mother, and the untimely death of two friends. When I say I want to help my clients build something beautiful even in the face of challenge, it’s because that is what I have had to do. It’s what I am still doing every day. I founded The Pearl so I can commit my energies to use my own experience to better understand and empathize with my clients.
As a woman in a male-dominated industry, and as a female firm-owner in an even more male-predominant group, I want to make sure everyone who has felt excluded from the table is included and welcomed to grow their wealth and their lives.
I primarily work virtually from my home in Annapolis. I have three children who astound me every single day. My fun time is spent with them and with friends, getting curious about the world – cooking, discovering new cities, playing on the water and in the woods, volunteering, seeking out live music, and getting to early morning CrossFit workouts.
I founded The Pearl to provide a space for women and those who love them to grow and embrace their wealth and the lives they can build for themselves. Let's simplify wealth management and build something beautiful.
Work with me if you are:
A woman who has experienced a major life transition (divorce, loss of a loved one, marriage, birth of a child) and looking to create clarity from all that change.
Anyone who resonates with our message and is ready for an ongoing relationship with an advisor.
Mid-career or near retirement with a household income of greater than $300,00 (or with minimum investable assets of $1,000,000.)
NICE TO MEET YOU
About You
Most of our clients are mid-career or near retirement, and BUSY. Between careers, caring for kids and aging parents, taking a step back to look at the big financial picture can be daunting, or just seem impossible. We’re here to help you sort out the details, get organized, and take action toward your goals, and we will do that in a manageable process that will leave you feeling a sense of clarity and peace of mind.
Our approach is collaborative. We have the financial expertise, you have the “YOU” expertise. All questions are welcome, and we will speak to you in plain English.
We currently serve clients in a variety of industries: military, higher education, law, tech, non-profit administration, construction, healthcare, and business owners.
READY TO TAKE THE FIRST STEP?