Bridgeworth Philosophies

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As one of the largest financial planning firms in Birmingham, Alabama, the advisors of Bridgeworth, LLC take pride in being leaders among financial planners and wealth managers. Here are some of principles that guide us:

Planning Philosophy:

Clients need unbiased and objective advice. We utilize advanced tools and techniques, coupled with proper perspective, in order to match client objectives with appropriate strategies.

Investment Philosophy:

Our investment philosophy is built on the fundamental beliefs that investors should be rewarded for the risks they take and avoid potentially catastrophic risks while working toward their objectives. Our analysis and portfolio construction process seeks to balance the investor’s tolerance for risk with their need and desire for returns. We believe portfolios should be objectively constructed using the most efficient investments for producing risk adjusted return in their given asset class.

Service Philosophy:

Clients need and deserve sound advice, derived from diligent analysis, extensive experience and knowledge, and a strong desire to serve. We align our interests with our clients. The utmost of care and forethought will be employed in our delivery of service.

Code of Ethics:

We adhere to the CFP Board of Standards Code of Ethics-Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, and Diligence.

Our Location

Apple Event Thursday, September 11

Please join us for a hands-on Apple device learning session. Thursday, September 11 10:00 AM to 12:00 Noon Hilton Birmingham Perimeter Park Hotel 8 Perimeter Park South Birmingham, AL 35234 Bridgeworth is pleased to bring back Lucas Acosta, a self-described “geek” … [Read More]

Wealth Vision