Brandi Bridgett is a nationally recognized Holistic Wealth Strategist, entrepreneur, and financial educator dedicated to helping individuals, families, business owners, and executives build, protect, and preserve wealth across generations. As the Founder and Chief Executive Officer of The Agency Groups, including its flagship firm The Agency at National Harbor, Brandi has built one of the region’s premier wealth strategy organizations by combining comprehensive financial planning with education-first solutions that empower clients to make confident financial decisions throughout every stage of life.

With more than a decade of experience in wealth preservation and legacy planning, Brandi believes true financial planning extends far beyond Tax-Advantaged Accounts or insurance. Her approach integrates tax-efficient wealth accumulation, retirement income planning, estate and legacy strategies, business succession planning, risk management, asset protection, debt optimization, and generational wealth design into one coordinated financial blueprint. Working alongside attorneys, CPAs, Tax-Advantaged Accounts professionals, and other specialists, she helps clients align every aspect of their financial lives into a cohesive strategy designed to create long-term financial security and multigenerational impact.

Brandi’s passion for financial education was born from personal experience. As a Gold Star Wife | Federal Retirement Consultant, she experienced firsthand the financial uncertainty that can follow life’s most difficult moments. Navigating loss while recognizing the lack of accessible financial guidance inspired her life’s mission: ensuring that every family—regardless of background or income—has access to the education, strategies, and resources needed to build lasting financial independence.

Since founding The Agency in 2018, Brandi has transformed her vision into a nationally respected organization dedicated to changing the way financial services are delivered. Under her leadership, The Agency Groups has facilitated more than $300 million back into communities across the United States, helping families preserve wealth, protect their loved ones, prepare for retirement, create tax-efficient income strategies, and establish meaningful legacies. Her organization has become known for simplifying complex financial concepts into practical strategies that empower clients to make informed decisions with confidence.

Beyond serving clients, Brandi is deeply committed to developing future leaders within the financial services profession. She has built and mentored a diverse network of advisors, entrepreneurs, and business leaders—creating opportunities for women, veterans, and underserved communities to achieve financial independence through entrepreneurship, education, and servant leadership. Her leadership philosophy centers on multiplying impact by equipping others to transform the financial futures of the families they serve.

A respected speaker, educator, and media contributor, Brandi is passionate about making sophisticated financial planning accessible to everyday families. Through national speaking engagements, educational workshops, television appearances, and community initiatives, she continues to advocate for financial literacy as one of the most powerful tools for closing the wealth gap, strengthening communities, and creating economic mobility.

Today, Brandi is recognized as a trusted authority in holistic wealth planning, helping individuals, families, and business owners answer life’s most important financial questions: How do I build wealth intentionally? How do I protect what I’ve earned? How do I minimize unnecessary taxes? And how do I create a legacy that will positively impact generations to come?

Her mission is simple yet profound: to transform financial futures by replacing uncertainty with education, strategy, and generational opportunity.