Home of

It's not what you make,

it's what you keep

We simplify the financial landscape so clients understand exactly where their money is and how it’s effectively working for them with the least tax exposure and lowest fees possible.
Attend a Free Seminar

As seen on TedX - get your free book!

Dan casey is a best selling author

“Dan’s book is brimming with straightforward personal finance strategies anyone can understand and use! Dan provides powerful, practical advice on preparing for inflation with confidence.”
Barbara Corcoran, ABC’s Hit Show, “Shark Tank”
more information & get a free copy

Dan has been seen on or in:

marketwatch-logowhite
Yahoo!_Finance-Logo.wine
bankrate-logo-white
logo_white_40h@2x
wjbk-2-fox-detroit
Detroit_Free_Press_Logo.svg
kabc-logo
unnamed (2)
Untitled design - 2022-05-24T142022.438
wallstreetjournal-logo-01

Managing your wealth shouldn't be complicated.

Start now with our simple process

We help take the mystery out of financial planning by providing exceptional advice that moves you towards your lifetime goals. Through our process, we take the time to understand who you are and where you are in your personal wealth journey. Since you are at a unique point in your life, you deserve a unique financial plan.

01. Discuss

Initially, we will discuss all of your goals and wants for retirement and strategize about the options available to you.

01. Discuss

Initially, we will discuss all of your goals and wants for retirement and strategize about the options available to you. We will answer all questions that you may have and explain our products fully so that you have a complete understanding of your options and what different routes can get you from your starting point to the finish line.
Get Started

02. Plan

Once a complete understanding of your wants and needs for retirement is gained, we will start planning how to get you there.

02. Plan

Once a complete understanding of your wants and needs for retirement is gained, we will start planning how to get you there. This plan will typically involve a few different products and services that work together to create income, security, and allow you to live out your dream retirement.
Get Started

03. Execute

After the planning phase is complete and we agree on the course of action, we can begin executing your plan.

03. Execute

After the planning phase is complete and we agree on the course of action, we can begin executing your plan. While we work on executing the different parts of your plan, you will be notified of our progress every step of the way. We are partners here, you will always be kept in the know.
Get Started

04. Monitor

Once your plan is set in motion, we will continue to monitor your progress and discuss any necessary changes.

04. Monitor

Once your plan is set in motion, we will continue to monitor your progress and discuss any necessary changes. It is part of our fiduciary obligation to ensure that you are not only well set up for retirement, but that your plan continues to serve you best. We will check-in on our plan often and discuss any changes we deem necessary with you.
Get Started
learn more about us & get started

Attend one of our free educational workshops

We offer workshops with need-to-know information about retirement. Our goal is to explain how you can increase your income and lower the taxes you pay in retirement. Register for one of our events below to find out more!

view our calendar of events
macbook background

Dan Casey in the news.

Empowering people to become financially independent

Dan’s recent visit to Fox 2: The largest change to retirement planning since the Pension Protection Act of 2006 was signed into law on 12/20/2019 by President Trump. This $15.7 Billion back door tax increase will likely be paid by Baby Boomers and their parents.
see more news clips

Retirement planning made simple.

Explore our retirement & financial planning services below

Make your retirement planning more simple with our financial services. If you’re concerned about running out of money, inflation, taxes, or covering the cost of long-term care, our services can take the guesswork out of your financial planning.

Retirement Planning

Retirement Planning

As you approach retirement, we can evaluate your existing retirement accounts - pension, IRAs, SEPs, 401k plans, annuities - and make recommendations.
Click Here to Learn More

Investment Planning

Investment Planning

We aim to customize our investment programs to match your particular investment objectives.
Click Here to Learn More

Estate Planning

Estate Planning

We will conduct a review of your current and projected financial situation, and devise a plan.
Click Here to Learn More
Explore all of our services
macbook background

Learn from Dan Casey

Check out dan casey's youtube channel

The Three Tax Free Income Sources in Retirement That You’ve Never Heard of: Tax free income in retirement is the holy grail! So, if there were 3 types that you may have never heard of before, would you want to know what those are? Do you think taxes might go up with the crazy spending that occurred during the Pandemic? How much of the higher taxes do you want to pay?
see more top youtube clips

Testimonials

HEAR FROM OTHERS

Dan and his team at Bridgeriver are quick to answer a call or email. Dan has a slick system to see his calendar and sign up for a online or in person meeting for when you want to longer discussion. Dan will be able to give you the personal attention you and your finances deserve.
Mark S. - Troy, MI
Dan has a knack of clearly explaining the complexity of the whole financial model and how to leverage it to our specific investment goals. He doesn't try to "wow" us with work salad jargon. Dan is always looking for solid functional investment opportunities to benefit his clients. He loves what he does and it shows. I'm comfortable the plan he's built for us will serve us well in the future.
Joe Napoleon
All of the people that work at Bridgeriver make me feel like I am their only client they have. They are responsive to my questions and get back to me in a timely manner. Dan Casey is great! You can tell that Dan loves financial planning and it is his passion. I would recommend Bridgeriver to anyone looking for a financial planner.
A. Heinrich
My experience with Bridgeriver LLC has been a positive one. Dan and his staff are knowledgeable and friendly.
Dave H.
I needed a fiduciary that would work with me to maximize my investments. The team at Bridgeriver provided clear choices allowing myself to direct a plan that fits. Their staff is always friendly and provide answers.
Dave H.
We had a small 401k account and were looking a way to make it grow and be available if we needed some extra cash. Bridgeriver Advisors LLC invested that money and it has worked great for us. The staff is great, professional, knowlegable and very courteous. I would most definitely recommend Bridgeriver Advisors to anyone looking for a financial advising team.
George and Katherine Robson
I've been working with Dan and Bridgeriver since mid 2018 (4&1/2 years). When I first started working with Dan, I knew very little about the various strategies to incorporate into my retirement investment plan. With his insight and guidance as we have maneuvered my investments, I am now able to "talk the talk" with many of my former co-workers who have not realized how important it is to plan their investments, not just grow their 401k & IRA and await the tax bomb looming in their future.
Jerry B.
I met Dan when he was handling my father's accounts. He came to our home to discuss my impending retirement. My wife was immediately at ease with his genuine personality. Never one to oversell any financial product, Dan and the Bridgeriver team always been responsive to any inquiries. We made a great choice.
Lawrence and Loida Raver
Previous
Next

Are you ready to simplify your retirement planning? Worried you won't have enough income for retirement? Our goal is ensuring that you will. Contact Bridgeriver Advisors, LLC to schedule a no-obligation consultation where you can get answers to all your retirement questions.

It's not what you make,

it's what you keep
X
X

Terms and Conditions - Privacy Policy