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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

Advisors near 20171

Out of 400,000+ nationwide

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Kevin L

CFP®, Series 65

Reston, VA

Oakton Financial, LLC

Cash flow / budgeting Debt management Retirement withdrawal strategies General estate planning guidance Charitable giving & philanthropy Approaching retirement
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Kartik P

Series 65

Brambleton, VA

Simplify Investments

Active portfolio management Concentrated stock management
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David H

CFP®, Series 63

Fairfax, VA

David N. Hainsworth, C.P.A., P.C.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Justin Z

Series 65

Vienna, VA

Solution Factory, LLC

General tax planning Cash flow / budgeting
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Eric M

Series 66

Falls Church, VA

POV Wealth LLC

College savings (529s, UTMA, etc.) Student loan debt Annuities
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Edward N

Series 66

Gaithersburg, MD

Enroute Wealth Management, LLC

Annuities
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Bryan T

Series 65

Oak Hill, VA

Financial Solutions, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning
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Jing Z

CFP®, EA

Falls Church, VA

Neat Financial Planning

Introduction ⭐️Serving Mid-/Late-Career Professionals, Growing & Multigenerational Families, and Multicultural Families. ⭐️Founder & Financial Planner - Neat Financial Planning LLC ⭐️CERTIFIED FINANCIAL PLANNER™® Professional ⭐️IRS Enrolled Agent ⭐️UCLA MBA; Professionally trained at Deloitte & Goldman Sachs ⭐️ Fiduciary & Fee-Only I founded Neat Financial Planning in 2023 with a mission to make effective and affordable financial planning more accessible. My goal is to help you regain control of your time and resources, allowing you to focus on what matters most in your life. My career began at Deloitte as a public accountant, followed by various roles in accounting and corporate finance at Fortune 500 companies. During those years, I worked extensively with large Excel spreadsheets, analyzing financial models and statements for both public and private companies. While honing my financial analytical skills, I always aspired to make a more personal impact. Before founding Neat Financial Planning, I served as a Wealth Manager at Goldman Sachs, advising high-net-worth families and nonprofit organizations. I currently reside in Falls Church, Virginia, with my wonderful husband, son, and daughter, who are my greatest sources of joy. In my free time, I enjoy reading, practicing yoga, and exploring new restaurants. We've also made it a tradition to visit China, Kentucky, and Michigan to create fond and lasting memories with our extended families.

General retirement planning General tax planning Established Professionals Gen X (Born 1965-1980)
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Mitchell M

CFP®, Series 63, Series 65

Reston, VA

Mitchell Advisory Inc

Wealth management Active portfolio management Life insurance needs analysis
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John H

Series 63, Series 66

Sterling, VA

Alpha Strategies Corporation

Wealth management Private / alternative investments Real estate investing
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