Lift Bridge Financial is an independent financial and insurance services practice based in Spencerport, New York, serving individuals and families across Western New York. Founded by Simon Devenish, the practice focuses on providing responsive, relevant guidance to help clients make informed decisions and build a stronger financial future. Its services include financial planning, investment management and investment accounts, retirement income planning, and health and life insurance.

The firm’s approach is designed to connect clients with investment opportunities and insurance coverage suited to their circumstances, while building financial plans around personal values, family needs, and goals. Lift Bridge Financial’s five-step “Lift Bridge Way” process emphasizes keeping clients’ needs central throughout the advisory relationship. The practice serves clients in Monroe, Wayne, Orleans, Ontario, and Livingston counties.

Simon Devenish is registered in New York, Tennessee, and Florida, and securities and advisory services are offered through LPL Financial. Lift Bridge Financial also provides educational resources, including a financial newsletter and articles, to support clients as they consider their options and plan for the future