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 30078

Out of 400,000+ nationwide

user avatar
firm logo

James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert F

CFP®, Series 63, Series 65

Lilburn, GA

Fordham Financial Services, Inc.

General retirement planning General tax planning Wealth management Retired Founder/Business Owner Approaching retirement
user avatar

Akhilesh M

Series 65

Johns Creek, GA

Kuber Capital Management, LLC

Options & derivatives strategies
firm logo

Randall A

CFP®, CFA®

Scottdale, GA

Deasil Wealth Management LLC

My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/

General retirement planning Retirement income strategy Business ownership considerations Tax strategies for small businesses Self-Employed Founder/Business Owner
user avatar
firm logo

Mark R

Series 65

Oxford, GA

Reagan Financial Planning LLC

Retirement income strategy Tax-loss harvesting General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

James D

ChFC®, Series 63, Series 66

Duluth, GA

Legacy Partner Group

Wealth management Active portfolio management
user avatar
firm logo

David J

Series 65

Duluth, GA

Trestle Wealth Advisory, LLC

Annuities
user avatar

Latoya M

CFP®, Series 63

Norcross, GA

Infinity Financial Wealth Management LLC

Income planning General tax planning Retirement income strategy Active portfolio management Options & derivatives strategies
user avatar
firm logo

Mark D

CFP®, Series 63, Series 65

Brunswick, GA

Marathon Financial Strategies

Wealth management Passive / index investing Active portfolio management
user avatar

John S

Series 63, Series 65

Loganville, GA

Associated Financial Partners, Inc.

Family Business General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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.