Insights

Mergers and Acquisitions Brighton Financial Planning was acquired by Mercer Advisors in December 2023, signaling a potential opportunity to engage with the merged entity for integration, advisory services, or expanded product offerings.

Boutique Independence As a boutique independent firm with fee-only compensation, there may be a strategic fit for specialized platforms, compliance solutions, or technology that supports client-centric planning and transparent fee reporting.

Growth Signals Revenue in the low-to-mid single digits suggests room for scale; a sales approach could focus on scalable advisory tech, outsourced investment solutions, or back-office enhancements to support growth.

Technology Stack Current tech includes AWS, Drupal/WordPress, analytics, and advertising tools; there is potential to upsell modern client portal, CRM, cybersecurity, or data analytics services to streamline operations.

Market Positioning Operating in New Jersey and South Carolina with notable industry peers indicates competitive positioning opportunities for regional expansion support, regulatory/compliance services, and co-marketing partnerships.

Similar companies to Brighton Financial Planning

Brighton Financial Planning Tech Stack

Brighton Financial Planning uses 8 technology products and services including Microsoft Advertising, Hotjar, Linkedin Insight Tag, and more. Explore Brighton Financial Planning's tech stack below.

Brighton Financial Planning's Email Address Formats

Brighton Financial Planning uses at least 1 email format:
Brighton Financial Planning Email FormatsExamplePercentage
First@brightonfinancial.comJohn@brightonfinancial.com
100%

Frequently Asked Questions

What is Brighton Financial Planning's phone number?

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You can contact Brighton Financial Planning's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brighton Financial Planning's official website and social media links?

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Brighton Financial Planning's official website is brightonfinancial.com and has social profiles on LinkedIn.

How much revenue does Brighton Financial Planning generate?

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As of July 2026, Brighton Financial Planning's annual revenue is estimated to be $1M - $10M.

What is Brighton Financial Planning's SIC code and NAICS code?

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Brighton Financial Planning's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Brighton Financial Planning have currently?

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As of July 2026, Brighton Financial Planning has approximately 1 employees across 1 continents, including North America. Key team members include Chief Financial Officer: Y. S. Explore Brighton Financial Planning's employee directory with LeadIQ.

What industry does Brighton Financial Planning belong to?

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Brighton Financial Planning operates in the Financial Services industry.

What technology does Brighton Financial Planning use?

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Brighton Financial Planning's tech stack includes Microsoft Advertising, Hotjar, Linkedin Insight Tag, Amazon Web Services, Drupal, WordPress, WP Engine and Datadog.

What is Brighton Financial Planning's email format?

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Brighton Financial Planning's email format typically follows the pattern of First@brightonfinancial.com. Find more Brighton Financial Planning email formats with LeadIQ.
Brighton Financial Planning logo

Brighton Financial Planning

Financial ServicesNew Jersey, United States0-1 Employees

Brighton Financial Planning is a financial services firm that provides coordinated financial planning, discretionary investment management, and defined contribution advisory services, including endowment and foundation consulting and management. Founded in 1984 by James J. Chesterton, Jr. and now under the ownership of John P. Middleton, CFA, CAIA, the firm emphasizes personalized, client-centered care through a boutique structure, with compensation tied solely to client fees. Operating as an independent practice, it aims to align recommendations with the best interests of clients, supporting long-term relationships and ongoing adaptation to changing financial circumstances.
Based in New Jersey and South Carolina, the firm targets individuals seeking tailored planning and investment guidance, prioritizing continuous oversight of financial plans and strategies over one-time actions. As part of the broader financial services industry, Brighton Financial Planning positions itself as a boutique alternative designed to deliver individualized attention and integrated advisory services in a landscape with larger, more general offerings.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    Brighton Financial Planning's revenue is estimated to be in the range of $1M - $10M

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