3800 Colonnade Parkway, Suite 300 Birmingham, Alabama United States
3800 Colonnade Parkway, Suite 300, Birmingham, Alabama, UNITED STATES

Bridgeworth, LLC

5 star(s) from 7 user(s)

Brief Overview

Bridgeworth is an Independent Registered Investment Adviser (RIA). We are first and foremost a wealth management firm providing a holistic financial planning experience, bridging our clients’ financial realities to their goals. As a fiduciary, we are legally bound to act in our clients’ interest at all times.

The firm was formed by a group of six CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together in Birmingham since 1988. The firm now consists of 23 advisors, each with distinct talents, abilities, and areas of expertise in financial planning. Our capable and professional administrative staff provides client service and support. Twenty-three members of Bridgeworth have obtained their CERTIFIED FINANCIAL PLANNER™ certifications, making us one of the largest groups of CFP® practitioners in the region.

Bridgeworth clients benefit from our combined 350 years of experience. With our diverse backgrounds and areas of specialty, we collaborate and share the latest planning strategies. We call it Drawing on a Wealth of Knowledge. This team approach helps us deliver more strategic thinking for our clients.

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