Moonbridge Financial Design

Eileen Stevens, the founder, runs all investment decisions and serves as the named portfolio manager for client accounts. She built the practice after a career at J.P. Morgan Private Bank, where she developed institutional portfolio construction methods before transitioning to an independent RIA structure in 2014. There are no additional named investment professionals or junior advisors on public record.

Moonbridge operates as a fee-only fiduciary. This means the firm charges client fees based on assets under management or a flat retainer, and it does not accept commissions, referral fees, or revenue-sharing payments from product providers. The fee-only structure is a binding legal commitment under the Investment Advisers Act of 1940 that distinguishes it from broker-dealers and hybrid advisors who can sell commission-based products.

The firm constructs discretionary portfolios using low-cost exchange-traded funds and mutual funds across equity, fixed income, and alternative asset classes. Stevens models allocations to each client's specific cash-flow requirements and risk tolerance rather than placing all clients in a single model portfolio. The approach reflects institutional asset-allocation methods adapted for individual and multi-generational family clients.

There is no public record of Moonbridge making direct venture-capital investments, private-equity co-investments, or maintaining private-company positions. The firm's observable strategy emphasizes publicly traded securities through ETFs and mutual funds, consistent with a boutique RIA serving professional households in the New York metro area.

Moonbridge serves individuals, professionals, and multi-generational families with a concentration in the New York metro area. The practice draws clients who value a fiduciary relationship with a single named advisor rather than a team-based or institutional service model. Stevens's background at J.P. Morgan Private Bank signals experience with high-net-worth client service, but the firm does not publicly state a minimum account size.