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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 43331

Out of 400,000+ nationwide

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Jason F

Series 65

Lakeview, OH

Randy L. Copus And Associates,LLC

Wealth management
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Randy C

Series 63, Series 65

Lakeview, OH

Randy L. Copus And Associates,LLC

Wealth management
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Kevin L

Series 63

Lakeview, OH

VestGen Investment Management

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting
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Maverick C

Series 65

Bellefontaine, OH

Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Douglas B

Series 63, Series 65

Bellefontaine, OH

Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Randal L

Series 63, Series 65

Bellefontaine, OH

The huntington Investment company

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Stacy C

Series 66

Bellefontaine, OH

Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Wayne B

ChFC®, Series 63

Huntsville, OH

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Michael K

Series 66

Huntsville, OH

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Nathaniel D

Series 63

Bellefontaine, OH

Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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