Advisor

Brighton Jones adds Lead Advisors in San Diego and Fort Lauderdale. September 15, 2026 Garrett Newman And Christopher Budny Brighton Jones has hired Garrett Newman, CFP, and Christopher Budny, CFP, as Lead Advisors in San Diego and Fort Lauderdale, respectively, expanding the $30 billion wealth management firm's advisory leadership as it builds its presence in California and South Florida. Newman and Budny will serve as Personal CFOs for individuals and families, leading local service teams responsible for financial planning, investment management and broader wealth decisions. Budny will also oversee Brighton Jones' newly established Fort Lauderdale office, the firm's fifth office opening this year. The appointments support Brighton Jones' geographic expansion strategy while putting experienced advisors in charge of developing relationships within their respective markets. The firm serves more than 4,000 clients and reported more than $30 billion in assets under advisement as of April 1, 2026. Newman joins Brighton Jones from After-Tax Wealth Management, where he spent the past five years as a Financial Planner. He brings more than 15 years of wealth management experience and previously held positions at Prudential Financial and Fidelity Investments. Having developed a client base in the San Diego area over the past several years, Newman will focus on providing individuals and families in the region with comprehensive wealth and investment management services. Brighton Jones' San Diego office is located at 12636 High Bluff Drive, Suite 400. Budny will take responsibility for establishing Brighton Jones' advisory presence in Fort Lauderdale, making his role both a client-service and market-development position. The new office is located at 100 N Federal Highway. He began his financial services career at Vanguard and later worked as a Financial Advisor at other advisory firms in South Florida. His background spans client service, business development and operations, providing experience across several of the functions required to establish and grow an advisory practice in a new market. The Fort Lauderdale opening is particularly significant for Brighton Jones because it represents a newly established market rather than simply additional staffing in an existing office. Budny will be responsible for developing community relationships and expanding the firm's local client base while building out its service presence. "Growth-oriented advisors like Garrett and Christopher understand that wealth management requires more than just financial planning," said Carley Dillon, General Manager of Personal CFO and Chief Experience Officer at Brighton Jones. Dillon pointed to the firm's Personal CFO model and Wealth Alignment philosophy as factors attracting experienced advisors to Brighton Jones. The Personal CFO approach is designed to address a client's entire balance sheet while incorporating financial decisions into broader personal priorities and goals. That model reflects a wider shift in wealth management toward more comprehensive advice, particularly for affluent individuals and families whose financial needs can extend across investment management, retirement planning, taxes, estate considerations and other areas of their financial lives. For Brighton Jones, geographic expansion also creates an opportunity to combine the resources of a national wealth management organization with locally based advisors who can develop relationships in individual markets. "As our geographic reach continues to expand, it's essential that our Lead Advisors showcase our core values in every community where we've established a presence," said Mark Jones, Chief Growth Officer at Brighton Jones. The addition of Newman gives the firm an experienced advisor with established ties to the San Diego market, while Budny provides Brighton Jones with local financial services experience as it enters Fort Lauderdale. The two appointments therefore address different stages of the firm's market-development strategy: strengthening an existing regional presence in Southern California and building a new one in South Florida. Brighton Jones has positioned its growth around a comprehensive advisory model rather than investment management alone. Its Personal CFO approach is intended to coordinate clients' financial resources with their values, personal priorities and longer-term objectives. With five offices opened this year and more than $30 billion under advisement, the firm is pairing that model with continued geographic expansion. Newman and Budny will be responsible for translating the broader platform into locally led client relationships as Brighton Jones increases its reach in two important wealth management markets.

Brighton Jones appoints new Lead Advisors to oversee San Diego and Fort Lauderdale regions. Sep 15, 2026 Firm continues national expansion with second office opening in Florida. Seattle, WA - September 15, 2026 - Brighton Jones, a $30 billion (AUA) wealth management firm dedicated to aligning clients' wealth with their values and passions, has hired Garrett Newman, CFP, as a Lead Advisor in San Diego, California and Christopher Budny, CFP, as a Lead Advisor in Fort Lauderdale, Florida. In their new roles, Newman and Budny will serve as Personal CFO for individuals and families, and lead local service teams dedicated to helping clients understand and achieve their financial and broader life goals. Newman joins Brighton Jones from After-Tax Wealth Management, where he served as a Financial Planner for the last five years. He has more than 15 years of experience in the wealth management industry and previously held positions at Prudential Financial and Fidelity Investments. Having built a client base in the San Diego community over the last several years, he is dedicated to providing local individuals and families with comprehensive wealth and investment management services. Budny will oversee Brighton Jones' Fort Lauderdale office, a newly established market for the firm and its 5th office opening this year. Budny began his career at Vanguard and spent time as a Financial Advisor at other Advisory firms in South Florida. With experience across client service, business development and operations, Budny will develop and expand upon relationships within the community to provide best-in-class client service. "Growth-oriented advisors like Garrett and Christopher understand that wealth management requires more than just financial planning. Our Personal CFO model, coupled with our Wealth Alignment philosophy, continues to attract experienced, dedicated and client-focused professionals to our firm," said Carley Dillon, General Manager of Personal CFO and Chief Experience Officer at Brighton Jones. "As our geographic reach continues to expand, it's essential that our Lead Advisors showcase our core values in every community where we've established a presence," said Mark Jones, Chief Growth Officer at Brighton Jones. "Garrett and Christopher exemplify our commitment to prioritizing clients' overall wellbeing, and we're excited to help more individuals and families in San Diego and Fort Lauderdale live richer lives." The San Diego office is located at 12636 High Bluff Drive, Suite 400, San Diego, CA, 92130 and the Fort Lauderdale office will be located at 100 N Federal Highway Fort Lauderdale, FL, 33301. About Brighton Jones: Brighton Jones is a leading national wealth management firm, with more than 4,000 clients and over $30 billion in assets under advisement as of April 1, 2026. The firm has pioneered a comprehensive Personal CFO approach that partners with clients across their entire balance sheet and beyond to align their resources with their values, passions, and purpose. By transcending traditional financial planning, Brighton Jones empowers every client to pursue a thriving and impactful life - their richer life. Learn more at brightonjones.com. Disclosure: This content is provided for informational and educational purposes only and should not be construed as individualized advice. Please note that statements made in this press release are not representative of the experiences of all Brighton Jones clients or employees and do not guarantee future performance or similar services. Assets Under Advisement (AUA) includes assets for which Brighton Jones provides advisory, planning, and consulting services. AUA is not an SEC-defined measure and differs from Regulatory Assets Under Management (RAUM) reported on Form ADV.