facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Bridging the Gap Between
YOUR Now and Someday

Pre-Retirees & Retirees Young Professionals Business Owners

We’re Bridge Investment Group

An independent firm devoted to empowering you to make informed financial decisions by providing clarity, transparency & thoughtful engagement.

Ready To See What We Can Do For You?

Learn About Our Services

From Our Financial Planning Family to Yours 

Welcome to Bridge Investment Group

We’re Dedicated To Helping You

Feel Financially Confident

This may be surprising to hear, but we’re not here to make all the decisions for you. While we strive to get to know you on a deeply personal level, the truth is you know you, your family and your finances best. We focus, instead, on empowering you to better understand the impact your decisions make on your financial plan. In doing so, it is our job to help you feel confident in the decisions you’re making by presenting easy-to-understand and manageable solutions or strategies.

Are You Planning With the Right Partner By Your Side? 

Aside from providing independent advice offered by experienced representatives, we pride ourselves on bringing a few more things to the table: 

Trust & Honesty
Top-Notch Client Experience

We don’t know about you, but talking numbers all day can get a bit dull. That’s why we love getting to know more about who you are off paper - what vacations you have coming up, what you’re excited to do in retirement, when your kid is headed off to college and more.

Education & Transparency
Proactive Collaboration


Are You Ready To Feel Financially Confident?

See What We Can Do For You

Learn More About Your Financial Planning Professionals

Bradley Kahley Photo

Bradley Kahley

Founder, Financial Advisor
Read Bio

Bradley Kahley

Founder, Financial Advisor

Phone: 651-209-6298
Fax: 651-209-0010
Email: brad@bridgewhatmatters.com

Brad Kahley brings over 30 years of experience in delivering customized financial solutions for our clients at Bridge Investment Group. His focus is on developing personalized investment strategies that are tailored to accommodate each client's individual needs, goals and life events.

Brad began his career in the financial services industry in 1989 after graduating from the University of Northern Iowa with a BA in Financial Management. He first worked at John Hancock Financial Services and later moved on to New England Securities where he worked for 13 years as a Registered Representative and Investment Director. In January of 2005 Brad founded Bridge Investment Group.

Julie Dahlman Photo Julie Dahlman Hover Photo

Julie Dahlman

Client Service Manager
Read Bio

Julie Dahlman

Client Service Manager

Phone: 651-209-6395
 Fax: 651-209-0010
Email: julie@bridgewhatmatters.com

Julie Dahlman graduated in 2002 with a B.S. in Psychology and going on to obtain her Master’s in Counseling in 2004. She joined the Bridge Investment Group team in 2005. As our Client Service Manager, Julie assists in building client relationships while providing high quality personalized service. She assists in the preparation of client reviews and meetings, oversees the back-office operations for all client services, coordinates the office schedule, as well as oversees and manages day-to-day office tasks, compliance reporting and marketing operations. Julie holds Series 6 and Series 63 securities licenses.

Julie resides in Wyoming, MN with her husband and son. In her spare time, she enjoys spending time with family and friends, going to the cabin, camping, traveling, going to MN Twins games, and watching her son play soccer, Tball, swimming, and karate. 

*Registered Representative of Cetera Advisor Networks LLC.

Kimberly McGuire

Adminstrative Assistant
Read Bio

Kim is the newest member to Bridge Investment Group, joining the team in January 2023. She brings many years of customer service and administrative experience to our team. Kim is responsible for assisting with client communications, office management, and client relations. Her face will be the first you see when you come into the office.

In her free time, Kim enjoys spending time with her family and her friends. She is a huge MN Wild fan as well. Go Wild!

You Deserve To Enjoy Your Wealth

Today, Tomorrow & Through Retirement

Nearing Retirement, Which Should Be Working Harder:

You or Your Wealth?

As you start thinking about how you want to spend your retirement - out on the back nine, up on the cruise deck or at home in your garden - we’ll focus on getting your financial picture aligned with your retirement needs.

Whether retirement is 5, 10 or 15+ years down the line, we’ll tailor your financial plan and investment portfolio to accommodate for your future financial freedom.

Together We Can Help You

Understand Your Income Needs Hudson, WI Bridge Investment Group

Understand Your Income Needs

Secure & Strategize for Future Income Hudson, WI Bridge Investment Group

Secure & Strategize For Future Income

Distribute Your Wealth Hudson, WI Bridge Investment Group

Distribute Your Wealth in a Tax-Efficient Manner

Transition Into Retirement Hudson, WI Bridge Investment Group

Prepare For & Enjoy the Transition Into Retirement

Is Retirement Right Around the Corner?

Here’s What We Can Do For You

If You’re Just Getting Started on Your Financial Journey

We’ll Make Sure You’re Off to a Good Start

As a hardworking go-getter, you have lots to look forward to between now and retirement - buying your first home, growing your family, climbing the corporate ladder and building on your assets. While we know you may not have much now, we understand the importance of setting the foundation for positive financial habits and educated choices. 

We’re Here To Help You By Offering

Ongoing one on one education Hudson, WI Bridge Investment Group

Ongoing, one-on-one education

Hourly planning Hudson, WI Bridge Investment Group

A la carte consultation & hourly planning

Life Insurance Options Hudson, WI Bridge Investment Group

Life insurance options

Excited To Get Started?

See Our Services

As a Business Owner Time Is Not on Your Side

(But We Are)

It was no easy feat getting your business up and running. But now that it is, you don’t plan on slowing down any time soon. And with your personal finances tied up with your business’s books, it can be hard to tell if you’re right on track as you start to think about retirement. We know you put in 8, 10, 12+ hour days doing what you love, that’s why we’re here to take care of the rest. 

As Your Personal CFO, We Can Help With

Company 401k plan selection Hudson, WI Bridge Investment Group

Company 401(k) Plan Selection

Your Personal Finances Hudson, WI Bridge Investment Group

Your Personal Finances

Succession Planning Hudson, WI Bridge Investment Group

Succession Planning

C-Suite Benefits Hudson, WI Bridge Investment Group

C-Suite Benefits

How Can We Help Carry the Load?

Let Us Know

Planning For Your Future

Shouldn’t Take Away From Today

Our Services Include

Retirement Planning Hudson, WI Bridge Investment GroupRetirement Planning
As you near or enter retirement, we’ll help you:
  • Understand your options when it comes to rolling over or distributing your employer-sponsored retirement plans and IRAs
  • Determine how much you need to retire comfortably
  • Manage your assets into and through retirement

Estate Planning Hudson, WI Bridge Investment GroupEstate Planning
Leaving a legacy is one of the greatest joys thoughtful financial planning can bring to you and your spouse. As you develop your estate plan, we’ll help you:
  • Create strategies to preserve your estate for your intended heirs
  • Work to reduce exposure to estate taxes and probate costs
  • Coordinate with your trusted tax and legal advisors

Insurance Planning Hudson, WI Bridge Investment GroupInsurance Planning
You just never know when your “what ifs” turn into “now whats,” meaning now’s the right time to discuss your risk coverage options that can help protect you and your family. We’ll help you:
  • Review your existing insurance policies
  • Consider recommended policy changes when appropriate
  • Find the best policy for your specific situation

Education Planning Hudson, WI Bridge Investment GroupEducation Funding

Investment Planning Hudson, WI Bridge Investment GroupInvestment Planning

Employee & Executive Benefits Hudson, WI Bridge Investment GroupEmployee and Executive Benefits
Your corporate executives work hard to keep your business moving forward in a positive direction. We’ll help you attract and retain qualified employees through enticing benefit packages.
  • 401(k) plans
  • Insurance
  • Stock compensation options
  • Executive bonuses


How Do You Know If Your Portfolio Is Right For You?

The Answer: By making sure it aligns with your unique risk tolerance. Using today’s top technology, it only takes a few minutes to find out just how much volatility your portfolio can stand and how much risk you really should be taking.

Learn Your Risk Number

Our Financial Planning Process

No Gimmicks. No Sales Pitches.

Just your financial concerns and our experienced representatives coming together to create something special - a tailored financial plan built on your needs for today and goals for tomorrow. 

Here’s What You Can Expect From Us

Step 1: Listen Hudson, WI Bridge Investment Group


To understand your goals, objectives, concerns, and priorities.   

Step 2: Research & Identify Hudson, WI Bridge Investment Group

Research & Identify

Key information and documentation regarding your current financial situation.   

Step 3: Propose Hudson, WI Bridge Investment Group


Alternative strategies for your consideration based on your unique obstacles and opportunities.   

Step 4: Implement Hudson, WI Bridge Investment Group


Your new plan including the next actionable steps, insurance policies and investment products.     

Step 5: Review Hudson, WI Bridge Investment Group


Your tailored plan and monitor its progress regularly, while making adjustments and changes as needed. 

Ready To Get Started With Your Complimentary Call?

Schedule Today

Bringing Independent Financial Advice

Whether you’re eager to get started or still have a few questions for us, feel free to give us a call or fill out the form below to get in touch with our team.

For Current Clients

Access Your Accounts Here