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Welcome to Bridgewater Financial Group 

Why we do what we do...

The answer is simple: a passion to help others, and the desire to build meaningful relationships.  As a fee-only independent Financial Advisory firm we have developed a business model that reflects those core values.  By helping people plan their financial lives they can focus more on those things that are most important to them.  As we see it, "wealth" breaks down into three basic categories as it defines each and every one of us personally, financially, and socially.

  • Personal Wealth is where we take stock in "who we are and why we exist".  It is our purpose and character.
  • Financial Wealth breaks down to the “what we own” aspect of our lives.  How we save, how we spend, and how we invest tells us, and others, who we are on paper.
  • Social Wealth can be defined by "what we do to make a difference" in not only our life, but the lives of our family and the lives of others.

I am sure that if you made up a list of those things that were most important, you would come up with more than just money.  It's here where we add the greatest value to the client-advisor relationship.  With us as your financial partner you can begin to focus more on what matters most to you and still remain in control of your financial life.  To us, you are more than just numbers on paper and we would be grateful to share with you, and your family, your unique passion and purpose.

Thank you for your time and consideration,


Christopher S. Hamm,
President and Financial Advisor
Bridgewater Financial Group, LLC.  


Helpful Content

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

 

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Replacing Your Medicare Card

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How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Why Regular Rebalancing Makes Sense

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Surprises

Making the most of surprises is a great reason to work with us.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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