At Three Bridges Planning, our Certified Financial Planners provide Independent Wealth Planning for Engineers, Business Owners, Physicians & Executives. Whether you're planning for retirement, managing investments, or minimizing taxes, we guide you every step of the way. Based in Melbourne, FL, we proudly serve clients locally and beyond with trusted, transparent, and comprehensive financial planning.

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We work with individuals and leaders whose financial lives demand more than standard advice. Our clients often face uneven income, high tax exposure, business or practice ownership, and competing personal and professional priorities.

• Physicians, practice owners, and healthcare executives
• Business owners, entrepreneurs, and executive leaders
• High‑Earning STEM & Technical Professionals (Brevard County / Space Coast)

Three Bridges Planning combines over 50 years of advisory experience with modern financial planning tools. Designed as an independent firm, we deliver transparent advice free from bank and product‑driven constraints — always focused on what’s right for our clients. Our process is built around your life, not just your money. Let us help you turn financial complexity into clarity. Serving clients throughout Melbourne, the Treasure Coast, and beyond — with offices in Melbourne, Stuart, and Bradenton, Florida.

Contact us today to get more information.