About Us
The firm consists of 11 advisors, each with distinct talents, abilities and areas of expertise. Our capable professional and administrative staff of 16, provides financial planning analysis and client service support. Fifteen members of Bridgeworth have obtained their CERTIFIED FINANCIAL PLANNER™ certification, making us the largest group of CFP® practitioners in the region.
Our commitment to providing clients with sound, comprehensive advice and top-rated service has earned us the unique privilege of growing our individual practices primarily through referrals from satisfied clients. This "client first" philosophy was the driving force in forming a company whereby we could band together to place even greater focus on our clients.
Bridgeworth clients benefit from over 170 years of combined local experience and access to a team of national experienced professionals through our affiliation with Lincoln Financial Advisors. Our affiliation with Lincoln bridges us to the marketplace in providing top quality services as well as the strength of a national firm.
Our Associates believe in the importance of giving back to our communities through volunteer work in a myriad of professional and civic organizations. As a group, we share a common bond in our desire to be involved in the community while also giving our best to our clients.
FAST FACTS
- Together since 1988
- Over 170 years combined experience
- 15 CFP® practitioners
- 95% of our clients are referred by existing clients
- $700 million of client assets
- Largest group of CFP® practitioners
- 3 past-presidents of Financial Planning Assoc.
- Strong community involvement
- Together since 1988
- Over 170 years combined experience
- 15 CFP® practitioners
- 95% of our clients are referred by existing clients
- $700 million of client assets
- Largest group of CFP® practitioners
- 3 past-presidents of Financial Planning Assoc.
- Strong community involvement
