Filters

Direct booking

firm logo

Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

8 advisors near 24354

Out of 400,000+ nationwide

user avatar
firm logo

John E

Series 65

Marion, VA

Creed Evans Financial Advisory, LLC

John Evans is the sole advisor at Creed Evans Financial Advisory, LLC, holding a Series 65 credential with one year of industry experience. His prior roles include work with Team Rubicon and Athena Consulting, as well as a compensated trustee position for a family trust. Creed Evans Financial Advisory is a newly formed, single-advisor registered investment adviser providing discretionary portfolio management and comprehensive financial planning to a diverse client base, including individuals, trusts, charitable organizations, and corporate entities. The firm employs a blend of passive and active investment strategies with diversified asset allocation and offers fee-for-service consultation options.

Wealth management Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies
user avatar
firm logo

Marion F

Series 65

Marion, VA

Capital Advisor Network

Marion Fleshman is a financial advisor at Capital Advisor Network with six years of industry experience. She holds the Series 65 designation and has worked at Capital Advisor Network since 2019. In addition to her advisory role, she serves as a bookkeeper for the Rye Valley Water Authority and is a 5% owner of Duchess Dairy Products. Capital Advisor Network is a six-advisor team providing investment management, financial planning, and retirement plan advisory services to individuals, institutions, and other entities. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, utilizing a range of investment vehicles and technology tools to support portfolio monitoring and reporting.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

William E

Series 63, Series 65, Series 66

Marion, VA

Capital Advisor Network

William Evans is a financial advisor with Capital Advisor Network who holds Series 63, 65, and 66 licenses and has 15 years of industry experience. His prior work includes positions at Center Street Securities and Brookstone Capital Management, and he has operated Evans Financial since 2010. Outside of advising, he owns Granite 401k Advisors, providing administrative and consulting services for employer-sponsored retirement plans, and is involved with Appalachian Strategy Group, a consulting firm focused on AI-driven information management and tax equity planning. Capital Advisor Network is a six-advisor team offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, institutions, and other entities. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, integrating third-party money managers and technology tools to monitor and manage approximately $99.5 million in client assets.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

William J

Series 63, Series 65

Marion, VA

Capital Advisor Network

William Johnson is a financial advisor at Capital Advisor Network with Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Shirleys Market for over two decades. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in client assets, serving individuals, institutions, charitable organizations, government entities, and trusts. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, integrating third-party money managers and technology tools to support portfolio management and financial planning.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar
firm logo

Lori R

Series 66

Marion, VA

Davenport & Company LLC

Lori Ringley is a financial advisor at Davenport & Company LLC with a Series 66 designation and two years of experience at the firm. Her prior work history includes roles at Teleperformance, Utility Trailer Manufacturing, The Chamber of Commerce of Smyth County Virginia, and Suburban Christian Church. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and tailored strategies.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
user avatar
firm logo

Thomas G

Series 63, Series 65

Marion, VA

Davenport & Company LLC

Thomas Graham is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He worked at Edward D. Jones & Co. for 29 years before joining Davenport in 2023. Outside of his advisory role, Graham is involved in local community activities, including serving as a lay delegate and committee member at First United Methodist Church in Marion, VA, and participates in historic building renovation projects. Davenport & Company LLC is a privately held, employee-owned firm that offers investment management and brokerage services to individual and institutional clients. The firm employs a team-based investment approach with a range of strategies and services, including asset management, financial planning, and public finance, serving a broad client base through tailored discretionary programs.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
user avatar
firm logo

Greg S

Series 63, Series 65

Marion, VA

Cetera

Greg Sayers is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His career includes roles at Horace Mann Companies and Eddie Sample Financial Services Agency prior to joining Cetera and The Bank of Marion in 2021. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

William W

Series 66

Marion, VA

Edward Jones

William Warf is a Series 66-licensed financial advisor with Edward Jones in Marion, VA, and has three years of industry experience. Prior to joining Edward Jones, he worked at Eastman Credit Union for six years and Aldi Inc for two years. He serves as executor for his late father's estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.