Woman working in a coffee shop
San Antonio skyline
Bridgeway Financial team photo
Providing Innovative Financial Solutions for Businesses and Individuals


We are located in the heart of San Antonio, Texas, but have built bridges that allow us to service clients both nationally and internationally.

Our work with clients encompasses these key areas:

Business Planning for Small Closely-Held Businesses - Allow us to assist you with critical issues such as your employee benefit programs, buy/sell funding, key person programs, deferred compensation, growth & exiting of your business.

Personal Planning - Helping you identify and accomplish financial goals of growth, family/asset protection, and distribution needs which are personalized to your unique situation.

Retirement Planning - Choosing among the various retirement plan choices can be confusing. We can help you decide which plan(s) are suitable for you. We can also help consolidate multiple IRA or retirement plan accounts at your former employer(s) into an IRA rollover, and help you decide upon a retirement income strategy and income schedule.

Estate Conservation - We can help you direct your hard-earned assets in the way you choose when the time comes to pass to the next generation or charity. The changing laws and rules regarding estate planning require that plans be implemented and reviewed regularly from tax, legal, insurance, and investment points of view. We often coordinate the work of your "financial team"-your attorney, CPA, insurance and financial professionals.

We hope that you will use our website as a resource. In addition, do not hesitate to contact us for additional information or to schedule a free consultation.

Thank you for your interest and we hope you will give us the opportunity to serve you.

man using calculator




Steven Hartle is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, NM, and TX. No insurance business may be conducted outside the states referenced.

Steven Hartle is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8000 W Interstate 10 Ste 800, San Antonio, TX, 78230, 210-321-1423. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, NM, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BRIDGEWAY FINANCIAL, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BRIDGEWAY FINANCIAL, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​