Three Bridges Planning was founded with a clear mission: to deliver a truly comprehensive wealth management experience by combining best‑in‑class advice, advanced financial planning technology, and fully transparent pricing—made possible through independence from traditional big‑box firms and bank‑driven models. While the firm officially opened its doors on May 1, 2019, its roots span more than 50 years, beginning in 1972 when Gene McCarthy started his career at A.G. Edwards, followed by Dennis Laughlin’s entry into the profession at Shearson American Express a decade later. In the 1990s, Brendan McCarthy and Brian Laughlin joined their fathers’ practices, continuing a legacy of personalized, high‑integrity service, and in 2002 the four partners united at Legg Mason, building a practice grounded in shared values and dedication to clients. After Gene’s retirement Dennis, Brendan, and Brian along with valued team members Judy McCarthy and Samantha Verzi carried that vision forward, ultimately establishing Three Bridges Planning, which today reinforces its client‑first commitment through partnerships with Kestra Financial, one of the nation’s leading independent broker‑dealers, and Fidelity, a trusted custodian safeguarding client assets.

Building on this strong foundation, Three Bridges Planning continued to grow through the addition of talented professionals and expanded office locations. In 2023, the firm broadened its presence in Florida with the addition of Zack Butler, who leads the Bradenton office, followed by Andres Yepes joining the Melbourne team in 2025. The firm’s reach is further strengthened by Worth Trainor, who serves clients from the Stuart office. Today, Three Bridges Planning stands as a firm built on deep experience, enduring relationships, and an unwavering commitment to our clients’ financial success.