Our Story
Brightworks Financial Planning was founded by David Poole in 2014 after spending many years in the financial services industry. He first worked for a large insurance company and saw that financial planning was much more than insurance sales. He branched out to provide financial planning through the bank channel before ultimately starting Brightworks as an independent RIA in 2014. Sadly, David passed away in 2024, but his legacy lives on. He had a vision for financial planning that went beyond the numbers and involved always serving and putting clients' interests first while leaning into his faith, family, and relationships. Our planning philosophy remains committed to these principles. We will forever be grateful for the impact that David had on how we treat our clients as we seek to shine a light in the world of financial planning.
Perpetual Education in Financial Services
The financial landscape is ever-evolving. With a never-ending commitment to education in financial services, we stay ahead of industry trends. This allows us to provide you with the latest insights and strategies, ensuring that your financial plans are both current and effective.
Guiding Your Financial Journey With Respect and Commitment
Recognizing the life journey you've embarked upon to reach your current financial standing, we approach each planning process with deep respect and acknowledgment. Our commitment is to stand by you as you progress, offering financial education and strategic advice that mirrors your personal values. Whatever your ultimate financial goal, we're committed to helping you reach it.
Our Process
Services Offered
- Retirement planning
- College Planning
- Investment Management
- Risk Management
- Tax Planning
- Estate Planning
- Cash Flow Management
- 401k Implementation And Advising
- Student Loan Planning
