Brightwater Advisory is a fiduciary financial advisory firm based in Tampa, Florida, dedicated to guiding individuals and families through personalized investment counsel and comprehensive financial planning. Founded in 2014 by David and Katie Maddux, the firm manages over $240 million in client assets, emphasizing a holistic approach that integrates clients’ unique financial goals with strategic investment solutions. Brightwater Advisory collaborates with clients’ existing professionals, such as CPAs and estate lawyers, to ensure a cohesive financial strategy. Utilizing data-driven methodologies and research from reputable sources like Ned Davis Research and Morningstar, the firm focuses on wealth preservation, enhancement, and diversification. Clients benefit from customized investment plans that align with their risk tolerance and long-term objectives, fostering financial confidence and clarity. For more information or to schedule a consultation, visit brightwateradvisory.com.

🔹 Services: Investment Management, Financial Planning, Retirement Strategies
📍 Address: 4613 W North A St, Tampa, FL 33609
📞 Phone: (813) 251-6310
🔗 Website: Brightwater Advisory
📧 Contact: info@brightwateradvisory.com