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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 28801

Out of 400,000+ nationwide

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Anne M

CFP®, Series 65

Weaverville, NC

Integrated Financial Coaching and Planning

Charitable giving & philanthropy Cash flow / budgeting General tax planning Retirement plans for business owners (SEP, solo 401k) Women Professionals
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John C

CFP®, ChFC®, Series 63, Series 65

Asheville, NC

Coleman Advisory, LLC

Retirement income strategy Income planning Social Security optimization Medicare planning Annuities Retired Founder/Business Owner Executive Approaching retirement
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William C

CFP®

Fletcher, NC

Carrington Financial Planning, LLC

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

General retirement planning Government Employee
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Steven P

CFP®

Asheville, NC

Pollock Planning Associates Inc.

General tax planning General estate planning guidance
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Justinn S

CFP®

Asheville, NC

Veyla Financial

Cash flow / budgeting Debt management General retirement planning Educators, Teachers, and Academics Consultant Mid-Career Professionals
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Warren O

Series 65

Black Mountain, NC

Springboard Financial Services

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Young Professionals
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Matthew B

Series 63, Series 65

Fletcher, NC

Brick Street Equity Management, LLC

Active portfolio management
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Jack S

Series 66

Asheville, NC

Agile Investments

Active portfolio management Wealth management
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Bray C

CFP®, Series 66

Asheville, NC

Joel Adams and Associates Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jessie G

CFP®, Series 65, Series 66

Asheville, NC

Joel Adams and Associates Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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