Since our founding in 2008, financial planning has been the cornerstone of Bridgeworth Wealth Management. As a leader in the industry, we leverage decades of experience and expertise to serve clients in planning, growing, maintaining, and managing wealth. We help individuals and families define and achieve their financial goals through every stage of life.
Who We Are
Welcome to Bridgeworth
Who We Serve
We have extensive experience helping professionals and their families benefit from their years of hard work with a client base that includes lawyers, physicians, business owners, engineers, and entrepreneurs.Learn More
Retirement, divorce, widowhood—moments of life transition can present unexpected financial challenges and require thoughtful preparation and strategic planning. Our experienced team can help guide you through these times of change and lay a secure foundation for the road ahead.Learn More
Private Client Group
The Private Client Group (PCG) team serves high and ultra-high-net-worth individuals and families whose complex needs require a custom planning experience.Learn More
Building wealth over time requires purposeful long-term planning. Our Access program is designed with emerging professionals in mind, offering guidance to plan and build wealth as they progress in their careers.Learn More
Our Core Services
Comprehensive financial planning has been the cornerstone of our firm since its inception in 2008. With over 30 years of experience in the industry, our founding partners recognize the importance of a thoughtful, regularly assessed financial plan. We believe defining goals creates a framework for wise financial decision-making, and with an in-house planning department of specialists, each Bridgeworth client has a dedicated team of CFP® professionals who collaborate to develop and monitor their plan to meet those goals sustainably.
Our investment philosophy and process are built from decades of experience and research, anchored in the belief that investors should have a keen eye toward risk, be rewarded for the risks they take and have portfolios that fit their unique values and objectives. We navigate challenging market environments by building low-cost, high-value portfolios utilizing rigorous analysis. We constantly monitor portfolios to support our clients’ financial goals and their peace of mind. Our investment committee, led by Chief Investment Strategist Zach Ivey, CFA, CFP®, is responsible for the investment recommendations of the firm.Culture
Our Investment Philosophy
The Bridgeworth Advantage
100% of Advisors are CFPs®
Legally and Ethically Bound as a Fiduciary
Over $2.2 Billion in Assets Under Management
98% Client Retention Rate
Industry-Leading Ratio of Women Advisors
Bridgeworth Wealth Management was founded in 2008 by six CERTIFIED FINANCIAL PLANNER™ professionals who wanted to reimagine the ideal wealth management firm. They dreamed of building something bigger than themselves—an institution centered on providing unbiased, independent advice, where financial planning is at the core of all they do. A firm where clients are served by a team of in-house specialists who are held to the highest standards for industry expertise and ethics. And most importantly, an organization that would serve clients and their children for generations to come.
Today, Bridgeworth manages over $2 billion in client assets. Clients are served by a team of expert professionals, where all advisors are required to hold the CFP® designation (27), and others come equipped with their CFA(1), CPA(3), CRPC®(5), ChFC®(4), MS (4), RICP®(5), CASL® (1), FPQP (4), CPWA® (1), CEPA (1), CSCP (1), CSA® (1). We are proud to be a fiduciary and have a fundamental and legal obligation to act in our client’s best interests when providing financial planning and investment advice.Learn More