PerspectivesAnnouncements

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

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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

Bridgeworth Shred-A-Thons Friday, April 28

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On Friday, April 28, the Birmingham and Huntsville Bridgeworth offices will be holding our annual Shred-A-Thons. Look for the blue Bridgeworth tents
Birmingham Shred-A-Thon
Bridgeworth Office Parking Lot
10:00 AM to 1:00 PM
Huntsville Shred-A-Thon
Bridgeworth Office Parking Lot
2:00 PM to 4:00 PM
A destruction truck will be in the parking lot and shred your documents on-site.
What to Bring?

Junk mail
Office papers with your name and address
Old tax records
Any piece of paper …  read more

Advisor Jeris Gaston, CFP® named to Birmingham Business Journal’s 2017 Top 40 Under 40

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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

Industry Leaders Patti B. Black, CFP® and Jonathan E. Millican, CFP® Join Bridgeworth, LLC

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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

Bridgeworth 2016 Holiday Giving

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We are pleased to share our 2016 Holiday Giving non-profits making a difference in our communities. Bridgeworth will make a donation to each of these organization in honor of our clients.   While there are numerous deserving organizations in our community, we have chosen three that have special meaning to the Bridgeworth members. These organizations have touched the lives of our families and clients this …  read more