We are an independent wealth management firm focused on serving families of substantial means who wish to maintain a long term relationship with a firm committed to simplifying complex financial and family issues utilizing a process involving each family's chosen advisors to develop and monitor highly specialized strategies designed to enhance family wealth and efficiently transfer that wealth to future generations.
Disclaimer Abridge Partners, LLC is a registered investment adviser properly registered with the U.S. Securities and Exchange Commission. Abridge Partners, LLC (organized in state of Mississippi) maintains a relationship with Abridge Partners, LLC (organized in state of California). The marketing name Abridge Partners is shared by the two firms and two separate registered investment advisers exist because advisory representatives of Abridge Partners, LLC of California are registered representatives of LPL Financial. Abridge Partners, LLC of Mississippi is noticed filed with the states of Alaska, Arizona, California, Florida, Georgia, Louisiana, Mississippi, Montana, New York, Oregon, Texas, Virginia and Washington and has less than six advisory clients in certain other states. The presence of this website shall in no direct or indirect manner imply that advisory services are being offered to residents of states in which the firm is not noticed filed, as required.