Financial Independence


Our story can best be seen in our name, BRIDGEMARK. Our role in the financial planning space is to help near and early retirees build a BRIDGE between their career and a successful retirement.


Some retirees make the mistake of trying to convey their accumulation mindset into retirement, which can cause emotional and financial strain.


Instead, we believe true financial freedom begins with the recognition of the differences between Accumulation/Financial Planning and having a plan for using your money effectively.

What Type of Plan do You Have?

Typical - Financial Planning (Accumulation)

Focus – Saving and Growing Money
Client Priority – Build for Future
Context – Career and Family
Role of Money – Commodity for Future Use

Bridgemark - Retirement Planning (Distribution)

Focus – Spending Successfully
Client Priority – Fulfillment of Best Life
Context – Time Freedom
Role of Money – Catalyst for Best Life

The Retirement Playbook

Request your FREE copy of "The Retirement Playbook"! 

Office Locations

1 Research Court
Suite 240
Rockville, Maryland 20850

8614 Westwood Center Dr.
Suite 610
Vienna, Virginia 22182


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Seven Steps To Retirement Success

Request your FREE copy of Winter’s Seven Steps to Retirement Success: The Only Guide You Need to the Most Important Transition of Your Life.

Bridgemark White papers

Request your FREE copy of Bridgemark Wealth Management Whitepapers

Join us for one of our upcoming retirement seminars