Perspectives

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA), a wealth management firm focused on acting in our clients’ interests at all times.

Jonathan Millican, CFP® featured in BBJ Table of Experts: Insight into Financial Planning

Prepared by Jonathan Millican 34487443221_5a57e98605_k

What would you say is the most important consideration when building your financial plan?
I believe it’s the answer to the question, “What does the future look like for me (and my spouse/family)?” The key to the answer is to consider both the qualitative and quantitative aspect, and really you (not an advisor) hold the answer to both parts.
Qualitatively, it is clarifying your short-term and long-term …  read more

Bridgeworth 2017 Summer Reading Recommendations

Prepared by Julie Moebes Ellis timeenoughatlast

For as long as I can remember, I have loved reading. Growing up in the days before e-readers and cell phones, I would often read by flashlight long after my parents thought I was asleep.
I fondly remember an old episode of The Twilight Zone with Burgess Meredith as bank teller Henry Bemis who would sneak away to the vault where he could read uninterrupted. One …  read more

Bridgeworth, LLC named to Financial Times 2017 300 Top Registered Investment Advisers

Prepared by Bridgeworth, LLC ft_300_advisers_logo_2017-8i

We are pleased to announce that Bridgeworth has been named to the 2017 Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the US.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors:

assets under management (AUM)
AUM growth rate
years in existence
advanced industry credentials of the firm’s advisors
online accessibility
compliance records

There …  read more

Design Your Summer

Prepared by Patti B. Black 34456003262_3707a378e3_k

It’s summertime and the living is easy…or not….because you still have to go to work, cook supper, mow the lawn, chauffeur your children to camp…Summer living may not be easy, but it is a good opportunity to live life a little differently and, hopefully, to incorporate more fun into life.
Just as we know the benefits of being intentional with our money – with our saving, …  read more

Five Ways to Determine if a Financial Advisor Puts Your Goals First

Prepared by Laura Hinton 34668248582_d759f6ec0f_k

The thought of hiring and trusting a financial advisor to manage your finances can be very frightening. You are basically hiring someone to manage your investments and to provide advice in an area where you do not have the expertise.
To help ensure you and your financial advisor are aligned, we have provided five methods for determining if the advisor is placing your goals and interest …  read more