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Your Vision. Our Planning.
Confident Outcomes Tomorrow.

Fee-only financial planning and investment management.

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Our Services

We provide collaborative and holistic financial planning centered around a pragmatic approach to building wealth.

Our ongoing relationship includes:

Year-Round
Planning

Investment Management

*plus a lot more

  • Initial Onboarding + System Setup

  • Regular Adjustments + Updates

  • Powerful Tools and Systems for Tracking and Modeling

  • Advisor-Led Plan Implementation

"Are We In Good Shape?"

Whether you're about to send a kid to college, or getting ready for retirement in the near future, there can be a lot of doubt and questions.

We're here to provide clarity and readiness. 

Our Clients Are Asking:

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After 15+ years in The Industry, Robin wanted more.

That is, more time with clients.
More of a relationship. And the ability to offer them more.

Robin Kizito, CERTIFIED FINANCIAL PLANNER™

Founder of Addax Bridge

We're a Fee-Only Fiduciary Firm.

That means no commissions.

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And no products to sell you.

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We are compensated solely for advice, and we think that's the only way it should be.

We'd love to meet you.

If you're looking for a collaborative and resourceful financial planning relationship, let's meet!

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Fee-Only Financial Planning + Investment Management •

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