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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 21217

Out of 400,000+ nationwide

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James F

Series 63, Series 66

Towson, MD

Baltimore Avenue Investments, LLC

Options & derivatives strategies Active portfolio management
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Diepriye B

Series 66

Owings Mills, MD

Gramel Capital Management LLC

General tax planning Wealth management Passive / index investing
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Matthew P

CFP®

Columbia, MD

Patuxent Financial Partners, LLC

Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way. I began my career in the financial services industry in 2003 as an analyst with the due diligence law firm Snyder Kearney, LLC (Columbia, MD). At Snyder Kearney, I reviewed public and private securities offerings and evaluated national securities sponsoring companies, focusing on real estate investments and non-traditional investment products. It was there that I realized that I wanted to know more about the practice of law and a lot more about the pretty co-worker in the cubicle next to me, Sylvie. I earned my law degree in 2007 from the University of Baltimore School of Law and married Sylvie in 2008; further proof that education and personal relationships are the investments that produce the best returns. After law school, I practiced law with the firm David Albert & Associates, LLC (Bethesda, MD), focusing in estate planning and administration, guardianship administration, taxation of estates and trusts, and business formations. There, I recognized that helping clients through complicated and often stressful issues was intellectually stimulating and emotionally fulfilling. In 2010, I opened Patuxent Financial Partners, LLC, registered as an Investment Adviser with the State of Maryland in 2017. Here, I leverage my legal background to provide clients with value-added insight in the overlapping areas of estate and financial planning. More importantly, as a personal financial planner and small business owner, I can build lasting relationships with clients and their families; these connections make my work fulfilling, because client success becomes intertwined with my own. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and hold the FINRA Series 65 securities registration. Raised in Columbia, Maryland, I graduated from McDaniel College with a bachelor's degree in English. Outside of the office, I enjoy running, reading, and hiking with my wife, son, and our mutt hound, Kodi.

General estate planning guidance Retirement income strategy General retirement planning Government Employee Baby Boomers (Born 1946-1964)
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Gabriel T

PFSâ„¢, Series 66

Baltimore, MD

Trasatti Wealth Planning, LLC

General retirement planning College savings (529s, UTMA, etc.)
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Jeffery H

Series 66

Gwynn Oak, MD

Investream

Options & derivatives strategies Real estate investing
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Andrew D

Series 65, Series 66

Baltimore, MD

Schiff Wealth Advisors, LLC

Passive / index investing Real estate investing Tax-loss harvesting College savings (529s, UTMA, etc.)
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Gregory F

Series 63, Series 65

Baltimore, MD

Society Investment Management

General retirement planning General tax planning Cash flow / budgeting
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Francis H

Series 63, Series 65

Towson, MD

Base Management Co

Active portfolio management
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Heath H

Series 65, Series 66

Pasadena, MD

Compound Advisory

Annuities Real estate investing
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Phillip D

CFP®, Series 65

Towson, MD

Dyer Financial Advisory

Tax strategies for small businesses Founder/Business Owner Doctor or Medical Professional Dentist Attorney Consultant Mid-Career Professionals Established Professionals
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