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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 84664

Out of 400,000+ nationwide

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Sloane O

Series 65

Provo, UT

Ethical Capital

ESG / Sustainable investing Active portfolio management
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Matthew S

CFP®, Series 63, Series 65

Mapleton, UT

Summit Ridge Advisors

Annuities ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Tanner W

Series 66

Mapleton, UT

Albility Planning

Planning for children with special needs General retirement planning Cash flow / budgeting Income planning
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Joseph L

CFP®

Provo, UT

Joseph M. Larsen, C.P.A., P.C.

General retirement planning College savings (529s, UTMA, etc.)
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Blake J

CFP®, Series 63, Series 65

Springville, UT

Pomegranate Financial LLC

Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com

Debt management General tax planning Gen X (Born 1965-1980)
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Michael R

CFP®, Series 63, Series 65

Provo, UT

Bonneville Multi-Family Office

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy ESG / Sustainable investing Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals Intergenerational Families
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Clark D

Series 63, Series 65

Payson, UT

Cashew Financial, LLC

General retirement planning Cash flow / budgeting General estate planning guidance General tax planning
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Bruce C

Series 63, Series 65

Provo, UT

Chugg Wealth Strategies, LLC

Options & derivatives strategies
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Mark W

CFP®

Provo, UT

Retirement Advice LLC

Since 2013 I’ve worked for wealth management firms providing financial planning for retirees and those who are close to retirement. Frustrated with the restrictions that come from working within a corporation, I decided to launch Retirement Advice. At Retirement Advice, I am able to provide clients with more flexibility and personability while still being their one-stop shop for all their retirement planning needs. Using modern technology and a network of partners, I am able to give my clients cost savings and expert advice backed by research. My clients can depend on me to be their investment fiduciary, 100% committed to putting their interests first. I seek to empower all of my clients with the confidence to retire early, and to retire well.

General retirement planning Retirement income strategy Income planning Baby Boomers (Born 1946-1964) FIRE (Financial Independence Retire Early)
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Scott W

Series 65

Provo, UT

Retirement Solutions Investments, Inc.

Wealth management
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