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Alex B

CFP®, ChFC®, RICP®

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 Approaching retirement

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Brambleton, VA

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Active portfolio management Concentrated stock management

Danny K

CFP®, CPA

Hamilton, VA

FI-Nancial Planner LLC

As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex and "nontraditional" route we are taking to life. I have built a "lifestyle" practice, where I can serve clients, maintain my balanced lifestyle with two girls, pursue my hobbies and travel. I primarily work with clients on an ongoing retainer basis, charged with a monthly billing arrangement. For legacy (separated) clients or family of clients, I offer hourly based planning. I also prepare tax returns and manage assets, both of which I charge a separate fee for. After graduating from University of Maryland, College Park, I worked in public accounting doing tax preparation and consulting for high net worth individuals, estates and trusts. I changed careers into financial planning in 2013, working mainly with clients pursuing a traditional retirement path, including attorneys, physicians, executives and families with wealth. After working for a large planning firm in the DC area, I launched my firm in 2018. I am a CFP® and CPA. Given my background, I specialize in tax planning, retirement planning and frugality!

General tax planning FIRE (Financial Independence Retire Early) Young Families Gen Y/Millennials (Born 1980-1995)
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John R

CFA®, Series 65

Leesburg, VA

Rathnam Capital, LLC

Private / alternative investments
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Eric N

CFP®, ChFC®, Series 63, Series 65

Leesburg, VA

EAN Equity Financial Services LLC

General retirement planning Options & derivatives strategies
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David P

Series 63, Series 65

Leesburg, VA

Reye Partners Asset Management LLC

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing
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Bryan L

Series 65

Purcellville, VA

Present Value Financial Services LLC

Cash flow / budgeting Income planning General tax planning Wealth management
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Robert A

Series 65

Leesburg, VA

Allen Investment Management

Cash flow / budgeting Debt management General retirement planning Tax-loss harvesting
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Jonathan M

Series 65

Gainesville, VA

Castle Hill Capital

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Mark H

CFP®, Series 65

Purcellville, VA

Helm Financial Advisors, LLC

General retirement planning General tax planning Wealth management
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Melanie B

CFP®, Series 66

Ashburn, VA

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General retirement planning Social Security optimization Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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