Melbourne, Florida · Est. 2014
Patient counsel for lasting wealth.
Haley Wealth Counsel is an independent advisory practice for families and closely-held businesses along Florida's Space Coast. We write plans you can read in one sitting, and we keep them honest for the rest of your life.
Our reading room, 961 Somerset Ln — where every engagement begins.
Four principles
The way we work has not changed in eleven years.
Most of what passes for "financial advice" in 2026 is product distribution wearing a tie. We don't sell anything. We sit with you, we ask better questions than most, and we write down the answers in a plan that survives whatever the markets, the tax code, or the family throws at it next.
Written, plain-English planning
Every engagement begins with a single document: a written plan you can hand to your spouse, your accountant, or your attorney without translation.
A fiduciary standard, in writing
We are paid only by the families we serve. No commissions, no product sales, no quiet referral fees — and our engagement letter says so.
Decades, not quarters
We measure progress in life events, not market cycles. The plans we write today should still make sense to your grandchildren.
One person, end to end
You will not be handed off to a service desk. Bridget answers her own phone, and clients hear back the same business day.
About the founder
Bridget R. Haley opened the practice in the spring of 2014.
After fourteen years at a regional bank's private client division — and a quiet frustration with the conflicts that came with selling proprietary product — Bridget hung her own shingle on Somerset Lane in Suntree. The firm has remained, deliberately, a single-advisor practice ever since. Clients work with Bridget. Always.
She is a Florida licensee, a member of the Brevard County Estate Planning Council, and the financial committee chair of two local family foundations. She lives a half mile from the office with her husband and two children, and is occasionally seen kayaking the Indian River before her first appointment.
Read the full firm historyWhat we do
Six engagements. One advisor. Written terms.
Comprehensive financial planning
A written, living plan covering cash flow, taxes, risk, retirement, and estate posture.
Investment counsel
Globally diversified, low-cost portfolios reviewed against your plan, not against an index.
Retirement income design
Bucket sequencing, Social Security timing, and pension election analysis written into a single calendar.
Estate & legacy review
Quiet annual review of titling, beneficiaries, trustee succession, and giving structures with your attorney.
Business owner counsel
Entity, comp, retirement-plan, and exit planning for closely-held Brevard County companies.
Second-opinion engagement
A flat-fee, two-meeting review for families already served elsewhere who want a quiet, unconflicted look.
A two-meeting introduction
Our first two meetings are without obligation, and without invoice.
Begin the conversationIn the words of clients
Quiet voices, long relationships.
"
Bridget rewrote our retirement plan in a single afternoon and saved us from a tax decision we did not understand we were making. We have been clients ever since.
"
She returns my husband's calls before lunch and remembers our grandchildren by name. There is no algorithm for that.
"
We moved our family's foundation under Bridget's review after our prior advisor merged. The continuity of having one person, year after year, is the entire point.
A standing invitation
If you would like an unhurried second opinion, our door is open.
The first two meetings are at our expense. You will leave with a written summary either way.
Schedule a private consultation