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 99223

Out of 400,000+ nationwide

user avatar

Denise D

CFP®, Series 63, Series 65

Spokane, WA

Financial Trex, LLC

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

Jeffrey Z

PFSâ„¢, Series 65

Spokane, WA

Chair Six Financial Planning, PLLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Tax-loss harvesting
firm logo

Keith S

CFP®

Cheney, WA

Spencer Financial Planning, LLC

Hi, I’m Keith. So, a bit about me. I love this stuff. The whole financial planning thing. After getting a degree in music (yeah, music…), I worked at a leading investment management firm in Los Angeles for 18 years. But I had this itch all along that I wanted to open my own financial planning firm at some point. I finally decided to pull the trigger to open my own firm in 2019, and here I am. I’m now based in Spokane, Washington, but I work with clients virtually, so I can help people who live anywhere. I’m a bit of a nerd when it comes to finances. I have so much fun with this topic and am honored to be able to help others with it. Money can be such a tough subject, so I love coming alongside people to help them navigate the questions they have, as well as the questions they don’t know they should have. I started Spencer Financial Planning to empower people through financial health. We’re a fee-only, fiduciary firm. We look out for our clients’ best interests and help them make fantastic money decisions. We serve clients primarily in California and Spokane, Washington, specializing in helping Capital Group associates and retirees. We help you: - Make smart financial decisions - Cultivate good habits with your money - Navigate the complexities of your finances On a personal level, a few things I love: - My wife and kids, foster care, adoption - Financial planning, reading - The Salvation Army, church - Music, playing bass guitar - Watching baseball, playing fantasy baseball, ping-pong - Eating (sometimes too much), using bullet points - Disneyland, Hawaii, the beach, travel

Income planning General retirement planning General tax planning
user avatar
firm logo

Harry L

Series 65

Spokane, WA

Upfront Financial Planning, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Doctor or Medical Professional
user avatar
firm logo

Scott J

Series 65

Spokane, WA

Ravenwood Capital Management, LLC

Active portfolio management Concentrated stock management
user avatar
firm logo

James J

ChFC®, Series 66

Colbert, WA

Sound Advisory Services Inc.

Active portfolio management
user avatar
firm logo

Eric H

CFP®, Series 65

Spokane, WA

Vision Casting Financial Planning, LLC

General retirement planning Income planning Charitable giving & philanthropy
user avatar
firm logo

Dustin A

Series 63, Series 65

Spokane, WA

Northwest Planning Advisors LLC

Annuities Life insurance needs analysis College savings (529s, UTMA, etc.) Debt management Options & derivatives strategies
user avatar
firm logo

Peter F

Series 66

Spokane, WA

Finn Wealth Management LLC

Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

Rebecca J

Series 63, Series 65

Spokane, WA

APEX Advisory Group, Inc.

General retirement planning Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Women Professionals
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.