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 67068

Out of 400,000+ nationwide

user avatar
firm logo

Tyler M

CFP®, ChFC®, Series 65

Kingman, KS

QED Wealth Solutions

Tyler Meyer is a CFP® and ChFC® affiliated with QED Wealth Solutions in Kingman, KS, with four years of industry experience. Prior to founding QED Wealth Solutions, he worked at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. He serves on the Board of Directors for the Kingman Recreation Commission, where he is involved in financial oversight and policy-making on a volunteer basis. QED Wealth Solutions serves individual investors, select high-net-worth households, and small businesses by providing comprehensive financial planning and portfolio management. The firm applies diversified asset allocation and Modern Portfolio Theory principles, offering both discretionary and non-discretionary portfolio management with regular reviews and educational resources.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
user avatar
firm logo

Jorge D

Series 66

Kingman, KS

Raymond James Financial

Jorge Delgado Diaz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edward Jones and in renewable energy firms such as General Electric Renewable Energy and NRG Renewable Energy. Outside of his advisory work, he is involved in managing Forge Financial and operates multiple insurance brokerage businesses focused on fixed and indexed insurance, annuities, and long-term care products. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and multiple implementation options, with a notable focus on non-discretionary advisory relationships.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Christopher H

Series 63, Series 65

Kingman, KS

Edward Jones

user avatar
firm logo

Madelyn P

Series 66

Kingman, KS

Edward Jones

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.