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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 60178

Out of 400,000+ nationwide

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Barry F

CFP®, Series 63

Sycamore, IL

Family First Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Phillip B

Series 65

Campton Hills, IL

Independent Investment Advisor, LLC

Options & derivatives strategies Concentrated stock management Active portfolio management Private / alternative investments Executive Founder/Business Owner
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Scott N

Series 65

Sycamore, IL

Newport Investment Advisors, Inc.

Active portfolio management General tax planning
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Josiah D

CFA®, Series 65

Malta, IL

Kisher Capital, LLC

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused
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Eric S

CFP®

Malta, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.

ESG / Sustainable investing General retirement planning Founder/Business Owner Gen X (Born 1965-1980) Intergenerational Families
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James H

Series 63, Series 65, Series 66

Peyton, CO

Kisher Capital, LLC

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused
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Christopher H

Series 66

Hampshire, IL

Wealthcare Capital Management LLC

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Matthew K

Series 65

Hampshire, IL

Simplicity wealth

Tax-loss harvesting Passive / index investing
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Brittany S

CFP®, ChFC®, Series 66

Sycamore, IL

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
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Brendon G

Series 63, Series 65

Sycamore, IL

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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