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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 41042

Out of 400,000+ nationwide

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Bruce R

PFSâ„¢, Series 63, Series 65

Cincinnati, OH

Russo Investment Management

General tax planning Cash flow / budgeting Wealth management Passive / index investing
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Justin W

Series 65

Cincinnati, OH

J1 Capital LLC

Options & derivatives strategies Tax-loss harvesting
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Shawn H

CFP®

Edgewood, KY

Hannegan Wealth Management, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management General estate planning guidance
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Robert M

CFA®, Series 63, Series 65

Cincinnati, OH

Virgil Wealth Advisory

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Mark S

ChFC®, Series 63

Cincinnati, OH

Schmerge Executive Planning Services, Inc.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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John S

CFA®, Series 63

Cincinnati, OH

Ten Talents Asset Management

Equity compensation tax strategy Options & derivatives strategies Concentrated stock management Private / alternative investments Real estate investing Founder/Business Owner
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Timothy K

CFP®, Series 66

Cincinnati, OH

Phase Line Financial

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Kristine O

Series 63

Cincinnati, OH

Wealth Transitions, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities
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Darin S

Series 66

Lawrenceburg, IN

Schmidt Wealth Management, L.L.C.

Annuities Private / alternative investments Options & derivatives strategies
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Andrew D

CFP®

Cincinnati, OH

AJD Wealth

Hello! I’m Andrew, the Founder of AJD Wealth Management. I have been in the financial services industry for over a decade and earned my CERTIFIED FINANCIAL PLANNER™ Designation in 2017. Since 2017, I have worked exclusively as a fee-only financial planner. Throughout my career, I have been fortunate to work with a wide variety of clients including retirees, pre-retirees, busy families, corporate retirement plans, etc. Prior to starting AJD Wealth Management, I was with a large fee-only firm in Cincinnati; and prior to that, a giant insurance company selling financial products. With AJD Wealth, I get to focus on what I enjoy most - building relationships with my clients, delivering great financial plans, and managing money. I am on the board of the Financial Planning Association (FPA) Southwest Ohio chapter and I am a member of the XY Planning Network. AJD Wealth is a fee-only advisory firm for busy families and retirees who are tired of only meeting with their advisor once a year and who don't want to be just another number at a large firm. Our clients are looking for a partner who can help them grow & preserve their wealth. Finances are personal; and a good, collaborative relationship is the bedrock of a solid financial plan. The goal of AJD Wealth is to consistently deliver a boutique-level of service to our clients.

General retirement planning Mid-Career Professionals Established Professionals Gen X (Born 1965-1980)
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