BIRMINGHAM, Ala. (August 9, 2012) – Birmingham financial planning firm Bridgeworth, LLC announced it has formed its own independent Registered Investment Adviser (RIA), giving its advisors more flexibility in choosing where to house their clients’ assets.
In addition, PinOak Advisors LLC has merged into Bridgeworth. PinOak Managing Member Pete McCarn has joined Bridgeworth, LLC as Senior Investment Strategist. Financial advisors Jeris Burns and David Lecompte have also joined the firm, which was formed in 2008 by a group of CERTIFIED FINANCIAL PLANNER™ professionals in practice together for 20 years.
“This is an exciting time us and our clients. When we formed Bridgeworth in 2008, we devised a long range plan to allow us to be a better partner with our clients in achieving their financial goals. Today we are embarking on the next phase of that plan,” said Bridgeworth, LLC Managing Principal DeLynn Zell. “This decision gives us even more flexibility, allowing us to do an even better job for our clients in the future.”
Bridgeworth has moved to new offices at 3800 Colonnade Parkway, Suite 300, and has a new phone number, 205-208-8700. The firm’s website remains the same, www.BridgeworthFinancial.com.
Bridgeworth, LLC, a Registered Investment Adviser (RIA), is one of the largest groups of CERTIFIED FINANCIAL PLANNER™ professionals in the Birmingham, Alabama region. The principals of Bridgeworth, LLC have been in practice together since 1988 and Bridgeworth clients beneﬁt from advisors’ 250 years of combined experience. For more information, visit www.BridgeworthFinancial.com.