There’s a huge gap between how institutional money managers invest and how most financial advisors manage client assets. Brightward Financial combines Ben's knowledge from the world of institutional investing with William's experience building an aerospace company and managing complex financial planning to help families and individuals directly.

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Brightward Financial is a wealth management and investment advisory firm that serves clients who approach decisions through first principles and expect the same from their financial advisor. We treat financial planning and investing as an engineering problem: define constraints, model tradeoffs, and iterate toward optimal outcomes over time. Our clients value clarity, candor, and concision with a partner who applies structured thinking and intellectual honesty to each decision, backed by decades of experience managing billions in assets.