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 60451

Out of 400,000+ nationwide

user avatar

Douglas R

Series 63

New Lenox, IL

Lenox Capital Management, Inc.

Active portfolio management General tax planning
user avatar
firm logo

Lyman H

CFP®, Series 66

Frankfort, IL

Regal Oak Financial, LLC

General retirement planning Founder/Business Owner
user avatar

Donald C

Series 66

Tinley Park, IL

DMC Capital Management Inc

Passive / index investing Cash flow / budgeting
user avatar

Timothy O

Series 63, Series 65

Orland Park, IL

O'Keefe & Associates, P.C.

Passive / index investing
user avatar
firm logo

Karen D

Series 65

Orland Park, IL

Chancellor Financial Services, Inc.

General retirement planning Social Security optimization Charitable giving & philanthropy
user avatar
firm logo

Dennis G

Series 66

Frankfort, IL

Long Run Financial, Ltd.

Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

Rorik L

CFP®, Series 65

Orland Park, IL

Essential Financial Strategies

General tax planning Founder/Business Owner Parents Mid-Career Professionals
user avatar

Paul T

Series 63, Series 65

Orland Park, IL

TomChaney Investment Services, Inc.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
firm logo

Arun S

CFP®, CFA®

Palos Park, IL

Avenue 90

Arun understands the importance of details specific to each client, which includes tax efficiency, a fulfilling retirement, and legacy planning. He also realizes the importance of a client working with a professional on a consistent basis, rather than speaking to a different person each time the client calls an 800 number for support. As some individuals have an affinity for one sport or hobby over another, Arun has a strong affinity for finance. With 10+ years in wealth management, and another several in other industries prior to graduate school, Arun has a strong interest in financial planning and investing. Aside from his practical experience working directly with clients of all ages and backgrounds, Arun has an MBA in Finance from the University of Wisconsin – Madison. In Madison, he honed his technical skills, and then further developed them by obtaining the Chartered Financial Analyst (CFA) designation, which is considered to be the most rigorous set of exams in the financial industry. Whether looking for a combination of planning and investment management, or just one of those two, Avenue 90 is available to help.

Wealth management General tax planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995)
user avatar
firm logo

Timothy Q

CFP®, Series 63, Series 65

Orland Park, IL

Quinn Financial Planning, LLC

Retirement income strategy College savings (529s, UTMA, etc.) Options & derivatives strategies Retired
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.