Your Partner in Lifetime Wealth Management
Building financial security and prosperity for High Net Worth families ($1M+ investable assets) since 2015
Our Mission
At BrightAdvisor®, we believe that everyone deserves access to comprehensive, personalized financial planning that creates lasting wealth and security for generations to come.
We combine cutting-edge financial strategies with time-tested principles to help our clients achieve their dreams while protecting what matters most.
Our Core Values
The principles that guide every decision we make
Client-First Approach
Your goals, dreams, and financial security are our top priority. Every recommendation is tailored to your unique situation.
Transparency
We believe in clear communication, honest advice, and full disclosure of all fees and potential conflicts of interest.
Education
We empower our clients through financial education, helping you understand and confidently make informed decisions.
Security
Protecting your wealth and ensuring financial stability for your family is at the heart of everything we do.
Innovation
We leverage the latest financial strategies and technology to provide superior results for our clients.
Excellence
We hold ourselves to the highest standards of professional excellence and continuous improvement.
Our Story
BrightAdvisor® was founded in 2015 by a team of financial professionals who saw a gap in the market: comprehensive, lifetime-focused financial planning that goes beyond traditional wealth management.
We recognized that families needed more than just investment advice. They needed a partner who could guide them through every stage of life, from building wealth to preserving it for future generations.
Today, we serve hundreds of families across the United States, managing over $500 million in assets and helping our clients achieve financial independence through our proprietary IncomeForever™ strategy.
Our team combines decades of experience in financial planning, insurance, tax strategy, and investment management to provide holistic solutions that stand the test of time.
Meet Our Leadership Team
Experienced professionals dedicated to your financial success
Chris Hale
Managing Partner, Chief Operating Officer
Overseeing operations and strategic direction to deliver exceptional client outcomes.
Scott McLaine
Founder, Senior Partner, Managing Partner Emeritus
Financial education content creator and host of BrightWealth Show. Focus on financial planning and tax strategies for High Net-worth Households and growing businesses.
602-737-0447 | scott@brightadvisor.com
Porter Shumway
Senior Partner, BrightAdvisor & Certified Tax Advisor
Started in financial services in 2000, married with four children. Focus on tax advantaged strategies to maximize future income potential.
573-969-3245 | porter@brightadvisor.com
Amy White
Partner, BrightAdvisor & Certified Tax Advisor
MBA in Business. Focus on female entrepreneurs, tax-advantaged strategies, and life insurance.
602-960-2431 | amy@brightadvisor.com
Certifications & Affiliations
CFP® Board
NAPFA Member
SEC Registered
FINRA Member
Ready to Start Your Financial Journey?
Schedule a complimentary consultation to discover how we can help you achieve your financial goals.