304 S. Harbor City Boulevard, Suite 200
Three Bridges Planning was founded out of a drive to put client interests above all else. Every decision, recommendation, and relationship is fueled by this pursuit. Investments, insurance, and every wealth strategy is crafted to be in your best interest, not that of our firm or an individual’s compensation.
Together, our advisors and staff have been a team for over 15 years. Following our experiences with larger brokerage firms, we knew we could better serve our clients as an independent firm. We are proud to work with individuals and families offering comprehensive financial planning that covers these three areas: investments and insurance, retirement income planning, and personal wealth strategies.
When we say our team is a family, that’s not just a phrase! Born and raised in Brevard County, Brendan McCarthy began his career with his father, Gene McCarthy, who started as a financial advisor in the Melbourne community in 1972. Brendan’s mother, Judy, serves as our Client Relationship Manager. Brian and Dennis are our father-and-son advisor duo. We are deeply involved in the community through charitable and civic organizations. We believe in putting action behind the words we say, both in financial matters and in demonstrating our commitment to the people of our community.
What does being an independent financial firm really mean? For us, going independent was a way to ensure we could continue to offer our clients the right products and strategies they needed for their situation. It also allows us to be completely transparent about our fee structures and how our firm does business. While we operate as a small financial firm, we are backed by one of the largest broker-dealers in the nation, Kestra Financial.
We see ourselves as your advocate and coach, dedicated to your success. When you meet with any member of our team, we have an “ask anything” policy. You’ll get an honest answer every time, to every question.
If Three Bridges Planning sounds like the financial firm you’ve been searching for, come on over and...