york-icon

Welcome to YorkBridge Wealth Partners

YorkBridge Wealth Partners represents our commitment to deliver a high-caliber wealth advisory experience. With YorkBridge, we have created a distinctive business model that capitalizes on advances in technology in financial services to assure access to best-in-breed products and top-tier resources. We have formed strategic partnerships with leading providers including Fidelity Institutional Services, Schwab Advisor Services and Dynasty Financial Partners who provide robust analytics and operational support. These resources, and others, help make it possible for us to provide product-agnostic, objective advice and deliver personalized service at the highest level.

Our dedication to our clients is centered around a foundation of trust, integrity, transparency and adherence to the fiduciary standard that guides everything we do.

Carrie Gallaway, CFP®
Managing Partner
Andrew Stern
Managing Partner
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our Team


Led by Managing Partners Carrie Gallaway and Andrew Stern, YorkBridge Wealth Partners is comprised of deeply experienced veterans of the financial services industry. Each of our advisors is profoundly skilled and highly adept to serve the needs of a wide range of multi-generational families, individuals, executives, business owners, and many others.

meet the team - Style Default - Listing

Carrie S. Gallaway CFP®, Managing Partner, Advisor
Andrew L. Stern Managing Partner
William Joseph Senior Managing Director
Barbara Doran Director, Senior Portfolio Manager
Leigh Moglia CFP®, Senior Vice President
Virginia Urdaneta Executive Assistant
mission-img

Mission


Our mission is clear: to enhance our clients’ financial lives through wealth preservation and expansion, stewardship and administration. In fulfilling our mission, we strive to exceed expectations, continually delivering to each client an exceptional and completely transparent experience driven by his or her unique goals, life situation and worldview.

Why YorkBridge Wealth Partners?


At YorkBridge Wealth Partners, we are distinguished by our product-agnostic approach to wealth management, the experience we bring to each relationship and the partnerships we have forged with leading industry service providers.
Together, this unique blend gives clients access to strategies and solutions predicated on advanced thought leadership and investment insight. More importantly, it instills confidence that, at YorkBridge Wealth Partners, everything we do is guided by strict adherence to the fiduciary standard as well as genuine concern for our clients’ well-being and peace of mind.