Ethan Kwon
Financial Advisor
Bright Road Wealth Management
Fee-Only financial planner located in Anchorage, AK, serving clients locally and across the country
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
- Based in Austin, TX, serving clients locally and across the country through virtual meetings and our collaborative platform.
Contact us to schedule an introductory call to see if we may be a fit for you.
- Bright Road Wealth Management provides financial planning focused services to help clients organize, grow, and protect their assets through life's transitions.
- As a fee-only and fiduciary financial advisor, Ethan Kwon is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Get to Know Ethan Kwon
Ethan Kwon is a Registered Investment Advisor providing personalized financial planning and
investment management services to clients in Austin, Texas, and across the U.S. through virtual
meetings.
About Ethan:
In today’s world of constant information, it’s crucial to tune out the noise and focus on what you
can control. My goal is to simplify wealth management and financial planning, ensuring your
investments align with your goals and risk tolerance. Building a personal relationship with your
adviser is key to navigating life’s changing priorities and planning for success.
I wanted to continue to work with Bright Road because I had no interest in the traditional
finance world of hidden commissions and pushing expensive products that don’t align with
clients’ goals. I’m proud to be part of a team that values integrity above all else.
How I got here:
My journey in finance began at 18 when I opened my first brokerage account during high
school. Like many high school students, I was eager to make a quick profit. The extra time
during COVID quarantine then led me to experiment with day trading. After some hard lessons, I
shifted focus to learning the right way, which led to internships under Brian Pinkston and Jayson
Owens. While studying BOS and Economics at Franklin and Marshall College, I continued
working with Bright Road and was an assistant financial planner under Jen Gastrock. I’ve had
the privilege of learning from a range of advisers, each with their unique approach.
I was born in California, grew up in Alaska, and earned my undergraduate degree in
Pennsylvania. Today, I’m proud to call Austin, Texas home, where I serve as a Registered
Investment Adviser with Bright Road.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients:
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Media Mentions and Industry Involvement
Office Locations
By Appointment or Virtual - Austin, TX 78745
