Bridgeworth, LLC is an independent Registered Investment Adviser (RIA), a wealth management firm focused on acting in our clients’ interests at all times.
You’ve done the hard work of meeting with your estate attorney to prepare and sign your power of attorney, advance directive for healthcare, and will, but have you had the uncomfortable conversation with your adult children to share the decisions you made in these documents? Having a family meeting when you are healthy and life is going smoothly is a great opportunity to share the … read more
Bridgeworth, LLC is pleased to announce that advisor Jeris Gaston, CFP® has been named one of Birmingham Business Journal’s 2017 Top 40 Under 40. These awards recognize the top up-and-coming executives in Birmingham and have become a coveted distinction for young professionals in metro Birmingham. Jeris was chosen from a record number of nominees and will join a distinguished group of Top 40 … read more
2016: A Year in Review
Each year, as we look back at the previous twelve months, it is hard not to be reminded of a few axioms. One is that financial markets and successful investing have little to do with the calendar or a twelve-month increment of time. Companies and financial markets are numerous and investors typically have very long investing time horizons, so a “year … read more
Bridgeworth, LLC is pleased to announce the addition of Patti B. Black, CFP® and Jonathan E. Millican, CFP®. Prior to joining Bridgeworth, Black and Millican were with Kinsight, LLC where Black served as Senior Financial Planner and Millican served as Director of Financial Planning Operations managing a team of 4 financial planners, 2 paraplanners. Bridgeworth, LLC is one of the region’s largest fiduciary wealth … read more
DeLynn Zell, CFP®, Managing Partner, Participates in Birmingham Business Journal’s Insights into Financial Planning
The following is an excerpt from the May 27, 2016 issue of the Birmingham Business Journal which featured managing partner DeLynn Zell.
Q. How can I create an ideal financial plan for the different stages of my life?
Zell: There is no way to create a plan one time that is suitable for every stage of life. A plan isn’t something you do once, put on … read more