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Bridgeford Advisors, Inc.
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Delivering

Direction and Control

Our Team

David A. Warren, JD – President and Chief Executive Officer

Chris H. Halverson, JD, CTFA – Managing Director

Sherry L. Lapp – Director of Operations

Sydney E. Warren – Operations Coordinator

Melissa J. Roberson – Global Marketing and Digital Media Director

David A. Hammarberg – Information Technology Director

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Latest News

  • international-tax-conferenceBridgeford to Sponsor the 43rd Annual International Tax Conference in MiamiJanuary 3, 2025 - 12:42 PM
  • CTA-Corporate-Transparency-ActCTA Update: Reporting Rule Back on Hold After Latest Court DecisionDecember 27, 2024 - 1:00 PM
  • CTA-Update 12.24.24Urgent Corporate Transparency Act Update: Reporting Rule Back in EffectDecember 24, 2024 - 11:56 AM

Latest Videos

  • Independent v. Institutionalized Trust CompaniesOctober 27, 2023 - 11:46 AM
  • Asset Protection and Privacy in an Era of Emerging Reporting RegimesJuly 19, 2023 - 12:29 PM
  • Host Services for Trust CompaniesFebruary 23, 2023 - 2:53 PM

Our Company

Bridgeford Advisors operates as a trust planning advisory firm within the Bridgeford family of companies, coordinating consultative, planning, business development, and marketing support at locations in California, Florida, Pennsylvania, and South Dakota.

Bridgeford Trust

As a fully independent trust company chartered in South Dakota, Bridgeford Trust Company provides conflict-free and innovative trust and fiduciary services as well as progressive U.S. modern trust law solutions to domestic and international families worldwide.

Bridgeford Global

As the worldwide planning entity within the Bridgeford family of companies, Bridgeford Global promotes the power of U.S. modern trust law and South Dakota-based fiduciary solutions, as well as provides offshore fiduciary services and sophisticated insurance solutions.

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Connect with us online to stay on top of today’s latest developments regarding modern trust law and discussions around powerful planning opportunities!

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The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal and/or tax advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship. All information and material appearing on bridgefordadvisors.com is copyrighted. Reproduction in whole or in part is not permitted without written permission. Privacy Policy
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