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You Belong At The Center of Your Portfolio

We believe successful planning doesn’t just happen, it takes preparation.  It doesn’t need to be a difficult process, but it must be thought out.

Our Strategy

Welcome to our unique Bridge Builder Concept.  A three step process that helps our clients work toward their goals & objectives in a very thought out manner.

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Our History

Our decades of experience may help direct your financial future. We pride ourselves on being an integral part of our clients' lives.

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Our Values

Honor. Integrity. Commitment. Our values are at the forefront of our practice and guide every decision we make.

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Work Smart

Work Smart

We take pride in using data-driven strategies to help you take control of your financial life.

Your Future is Our Future

Your Future is Our Future

A sound financial strategy is essential to one's financial future. We'll work with you to build a road map centered on your goals.

Our Team

Jeffrey R. Jacobson, CRPC®, CFS

Founder and President

(636) 692-5710

jeff@bridgeheadfg.com

Jeff's approach to financial management differs from financial professionals who focus on products or those who have limited areas of experience. Jeff takes a holistic approach to financial well-being. As a team leader, his role is to...

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Lisa Leonard

Head of Branch Recruiting and Succession

913-961-2282

lisa@bridgeheadfg.com

Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.

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Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.



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