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Helping define what wealth means to you.

We are a dynamic, experienced team of professionals passionate about helping our clients live with confidence and clarity. Our unique culture of collaboration and innovation allows us to draw on a wealth of financial planning and investment management knowledge to help our clients gain an abundance of what they value most.

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Wealth is Independence

We know that no two clients will have the same vision for their financial independence, their freedom. Let us help you craft yours.

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Wealth is Confidence

It is better to catch a problem early. Let’s talk about your goals and make a plan. We can help you find assurance in your financial future.

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Wealth is Clarity

Making smart moves at the right time means knowing which levers to pull and which ones to leave in place. Lose the spreadsheet and put our in-house investment team to work for you.

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Wealth is an Agent for Change

We can help you, your family and your charitable interests benefit from all of your hard work. Having a financial plan in place is a step towards aligning your wealth with your values.

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Wealth is Personal

We walk with clients through some of life’s most joyful, stressful, and unexpected times. Our advisors stand ready to partner with you now and for generations to come.

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Who We Are

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 Serve

Professionals

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.

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Life Transition

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.

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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.

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Access

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.

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Our Core Services


Financial Planning

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.

Investment Management

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

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

Our History


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 (24), and others come equipped with their CFA(1), CPA(3), CRPC®(5), ChFC®(3), MS (4), RICP®(5), CASL® (1), FPQP (2), CDFA (1), CPWA® (1), CEPA (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.

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