Nashville, TN · Independent RIA · Est. 2011
Brightfield is a boutique wealth management firm serving individuals, families, and business owners in Nashville and beyond. We manage ~$310M in assets — small enough to know your name, experienced enough to handle complexity.
$310M
Assets Under Management
14
Years Independent
100+
Client Relationships
"We believe great financial planning is less about products and more about understanding — where you've been, where you want to go, and what's actually standing in the way."
Catherine Aldridge, CFP®
Founder & Lead Advisor
What We Do
Customized portfolios built around your goals, risk tolerance, and time horizon. We don't use proprietary products — just thoughtful asset allocation using the best tools available.
From accumulation to distribution, we plan for the full arc — when to retire, how much you need, how to draw it down efficiently, and how to handle the transition.
Business exits, key-person coverage, retirement plan setup, QSBS planning. We speak the language of business owners because most of our clients are business owners.
We don't draft estate documents — we coordinate. Working alongside your attorney and CPA, we align your wealth structure with your legacy intentions.
The Team
Catherine Aldridge
CFP®
Founder & Lead Advisor
Retirement planning, estate coordination
Catherine founded Brightfield in 2011 after a decade at a regional wirehouse. Her practice is built on the belief that wealth planning should feel personal — not transactional.
James Okafor
CFP®
Senior Advisor
Business owner clients, exit planning
James works with entrepreneurs and business owners who need a financial partner for the full arc of their journey — from growth to liquidity to what comes after.
Lauren Tse
Client Service Associate
Onboarding, account maintenance
Lauren manages the day-to-day relationship logistics that make the advisor relationship seamless. She is the first point of contact for account questions and service requests.
Neil Patel
Compliance & Operations
ADV filings, billing, trade ops
Neil manages the operational and compliance backbone of the firm — ensuring everything runs correctly, transparently, and in full alignment with SEC requirements.
Start a Conversation
We typically work best with clients who value a long-term relationship over one-time advice. If you're managing between $500K and $10M in investable assets and want an advisor who treats your situation as its own — let's talk.