About Us

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.

Mission Statement

Our Story

Our Philosophies

Our Experience

Community Involvement

Affiliations

Why Bridgeworth

Commitment Graphic
Expertise Graphic
Collaboration Graphic
Commitment Graphic 1

Commitment

  • Together since 1988
  • 24 advisors and 26 CERTIFIED FINANCIAL PLANNER™ practitioners
  • 350+ combined years of experience
  • Experience in variety of market cycles
  • Act in our clients’ best interests at all times
  • Strong community involvement
Expertise Graphic 2

Expertise

  • 7 past presidents of FPA of North Alabama
  • Holistic financial planning process
  • Comprehensive plan development
  • Risk-based investment models to address the need for short, intermediate, and long-term goals
  • Investment Committee working with key institutional partners
  • Attention to detail
Collaboration Graphic 3

Collaboration

  • Specialists to address the unique financial circumstances of each client
  • Credentialed professional staff
  • Open communication
  • Regular review meetings
  • Coordination with other professionals (legal, tax)
Bridgeworth: Confidence, Clarity and Comfort

Confidence

that our expert advisors provide unbiased attention to our clients’ best interests.

Clarity

to crystallize the financial objectives of our clients and develop strategies to pursue their goals.

Comfort

in knowing that our singular goal is to help our clients work toward achieving their goals.