An independent financial advisor located in the Village of Spencerport, focusing on helping you to meet your investment and retirement goals.
Lift Bridge Financial
Financial Help in Your Neighborhood
About Us
A modern approach to investing
Lift Bridge Financial is an independent financial services practice focused on working with individuals and small business wanting to take charge of their retirement goals.
Being an independent financial practice, Lift Bridge Financial is free to focus on providing client-focused, unbiased advice and guidance, free of incentives and restrictions that other financial advisors can be subject to.
Our relationship with LPL Financial as well as many of the country’s biggest investment companies provides access to a wealth of resources and support.
Can’t find time to meet with your advisor?
Even though the main office is located in the Village of Spencerport, NY, we recognize that access to financial advice needs to be more freely accessible to the clients.
Clients have opportunities for in-home and online appointments as well as appointment times outside of the tradition 9 to 5.
We want our clients to have better access to financial advice in a way that that matches the modern way we live our lives.
Background
Simon Devenish
Financial Advisor
Simon Devenish is an independent financial advisor registered in NY, FL and TN. He holds Series 6, 63, and 65 registrations with LPL Financial.
His choice to become independent advisor was a deliberate decision so that he would have the freedom to be able to take a more personalized approach to investing and to focus on a quality of service for his clients.
In 2017, Simon began his career in the financial services industry as a Health and Life Insurance Broker eventually studying to become a financial advisor, completing his education in early 2022. Briefly working for a established financial practice in Henrietta, NY, the sudden closure of that business provided an opportunity for Simon to open his own financial practice in his hometown of Spencerport, NY.
Becoming a financial advisor combines Simon’s passion for education with his passion for finance. He is driven to make sure his clients feel the same level of empowerment he feels to want to take control of their financial future.
When not at work, Simon enjoys cooking, camping, hiking and photography as well as serving his community through his volunteer work with the Loop Ministries Urban Food Pantry and the Spencerport Rotary Club.