Straightforward Financial Advice for Those Who Serve

GET STARTED

Our Mission

At Brightwork Wealth Management, LLC, our aim is to help our client-partners and their families to define and achieve a sense of financial peace, health, and well-being that endures the range of circumstances we’ll all face in this life.

Of course, that’s what any good planning-centric advisor would strive for. Part of what makes us different is our commitment to understanding the unique circumstances of our nation’s military members and federal employees and their families. This focus is borne of our founders’ own military service, our team’s broad expertise in military and civil service benefits, and our sincere interest in making sure our federal workforce has access to top-notch financial advice and wealth management.

Learn More >

Interior of a modern conference room with large windows, a wooden table, pink chairs, black pendant lights, a wall-mounted TV, and a concrete ceiling.
Illustration of a shield with a checkmark above two shaking hands, symbolizing trust and agreement.

TRUST

We build relationships rooted in professionalism and integrity, helping clients feel confident in every financial decision.

Icon of a star above stacked chevrons or medals.

EXPERTISE

Our advisors bring deep knowledge of military and federal benefits to guide clients-partners with clarity and insight.

Illustration of financial security, featuring a shield, a dollar sign, stacked coins, and a lock.

STABILITY

We focus on strategies and solutions that help client-partners and their families build a durable financial security.

Black and gray digital illustration of an hourglass.

SPEED

We efficiently respond to changing circumstances, ensuring timely guidance and support when it matters most.

Money at The Table

Open MacBook Pro displaying cryptocurrency trading charts, a glass of iced tea, a book titled 'With the Gods' by Kent Nerburn, and a smartphone on a wooden table in a cafe setting.

The PURPOSE of Inviting Your Money to the Table

Ever notice that (most) folks are pretty quiet about their personal finances?  This is peculiar and significant - for at least two reasons.  Firstly, today, it's commonplace to widely "SHARE" photos of our dinner plate, the subtle genius of our cats, our political bent, and our every travel experience – why not ideas about handling money? 

Group of people gathered around a wooden table in a modern, cozy restaurant or cafe, engaging in conversation.

Coming to TSP in 2026…In Plan Conversions! Should You Be Interested?

For the first time in 2026, the federal government’s defined contribution retirement savings vehicle, Thrift Savings Plan (TSP), will offer participants the ability to execute “in-plan conversions.”  Similar to widely-used IRA > Roth IRA “conversions”, 401(k) in-plan conversions shift pre-tax assets into after-tax balances…

Two people sitting at a table with laptops, having a discussion in a modern office. One person is gesturing while speaking, the other is listening.

CONTACT US

We Want to Work With You

Drop us a note; we’d love to learn more about your story, and explore ways to author the future that fits you best.

Get Started