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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 44718

Out of 400,000+ nationwide

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James M

Series 63

Canal Fulton, OH

Mundell Asset Management LLC

General retirement planning General estate planning guidance Cash flow / budgeting Income planning
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Ryan A

Series 63, Series 66

Canton, OH

Nickelplate Financial LLC

Wealth management Annuities
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Robert E

Series 65

North Canton, OH

FSC Advisors LLC

Annuities General tax planning College savings (529s, UTMA, etc.)
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Ryan B

CFP®

Uniontown, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Doctor or Medical Professional Gen X (Born 1965-1980)
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Michael M

CFA®, Series 65, Series 66

Uniontown, OH

Summit Investments and Financial Planning

General retirement planning Passive / index investing Active portfolio management
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Richard M

CFP®, PFS™, Series 65

Canton, OH

Buckeye Financial Solutions, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Giancarlo V

CFA®

North Canton, OH

Chiarezza Capital Management, LLC

Active portfolio management Options & derivatives strategies
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Daniel B

Series 66

Canton, OH

Belden Financial, LLC

Options & derivatives strategies
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Anthony D

Series 63, Series 65, Series 66

Uniontown, OH

Deem Asset Management

Active portfolio management Options & derivatives strategies Real estate investing Income planning Founder/Business Owner
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Anthony L

Series 66

Canton, OH

Clarion River Adventures, LLC

Annuities Wealth management Retirement withdrawal strategies
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