Direct booking

firm logo

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 29601

Out of 400,000+ nationwide

user avatar
firm logo

Ramon F

CFP®, Series 65

Greenville, SC

Capital Focus, Inc.

Income planning College savings (529s, UTMA, etc.) Real estate investing Active portfolio management
user avatar

Peter G

CFA®, Series 63

Greenville, SC

Olympia Advisors LLC

Tax-loss harvesting
firm logo

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
user avatar
firm logo

Joris B

Series 63, Series 65

Simpsonville, SC

Quantaraxia LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Royce A

Series 63, Series 65

Greer, SC

Angelroyce Wealth Advisors, LLC

Retirement income strategy Income planning General estate planning guidance General tax planning Cash flow / budgeting Retired
user avatar

Christopher P

Series 66

Simpsonville, SC

Upstate Financial Planning, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management
user avatar
firm logo

Craig R

CFP®, Series 63

Greenville, SC

Continuum Wealth Management, LLC

General retirement planning General tax planning Tax-loss harvesting Retirement income strategy
user avatar
firm logo

David L

CFA®

Greenville, SC

DeMesne Investments

Active portfolio management
user avatar

Christopher A

Series 66

Greer, SC

Anderson Wealth Management, Inc.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy
user avatar
firm logo

Norman A

CFP®, Series 63

Greenville, SC

Greenville Capital

Real estate investing Passive / index investing Active portfolio management Factor investing / smart beta
Warmer team member

Not sure where to start?

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

Call (201) 292-4557

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.