Abridge Partners is an independent employee-owned SEC Registered Investment Advisor specializing in simplifying the complex task of managing multi-generational wealth, fostering easier and more informed decisions for the families we serve both today, and for the generations that follow.

Our firm adheres to fiduciary standards of care, requiring that we act in the best interest of our clients first, foremost and always. Experience has demonstrated to us that the most talented advisors for wealthy families are independent of large institutions. Moreover, all investment managers, tax attorneys, accountants, investment custodians, and trustees serving our clients are independent of our firm, promoting a client focused team with the highest level of specialized expertise in the critical competencies required for managing family wealth.

We receive no compensation from any of the independent advisors employed by our clients, including no soft dollar arrangements with trust companies, custodians or investment managers.


Abridge Partners serves clients in 20 states from three locations. We are proud that over 70% of our clients have been with us more than 10 years and many of our relationships extend to second and third generations.

Contact Us

21700 E. Copley Dr.
Suite 120
Diamond Bar, CA 91765

4 Meadowbrook Arbor
Jackson, MS 39211

148 West State Street
Suite 103
Kennett Square, PA 19348