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A Culture Built on Value

Our culture is as carefully crafted as our approach to financial planning and wealth management.

Our Values

Our firm’s culture is defined by our core values—the standards to which we hold ourselves and others accountable, and the guidelines by which we live as professionals and as people to ensure success for our clients and our team members.

We Value Excellence

Excellence

We Value Lifelong Learning

Lifelong Learning

We Value Integrity

Integrity

We Value Assurance

Assurance

We Value Collaboration

Collaboration

Dedicated work, a commitment to quality, and the high standards to which we hold ourselves and each other define the service we provide to our clients.

We remain perpetual students of our craft, and what we learn, we pass along to our clients to help facilitate their decision-making and foster confidence.

As an independent Registered Investment Adviser (RIA) and a fiduciary, we are legally required to act in the best interest of our clients when providing financial planning and investment advice. But exceeding legality, our integrity drives us to honor the trust our clients put in us.

Our clients come to us for support in some of the most joyful, the most stressful, and the most unexpected of life transitions. Through it all, we strive to be a source of stability and positivity through our attitudes and actions.

As individuals, we function as part of a team, serving our clients and offering our collective knowledge and experience. And as part of a team, we serve each other with that same level of dedication.

We Are A Fiduciary By Design

As an independent Registered Investment Adviser (RIA), we are a fiduciary. That means that we have a legal obligation to act in the best interest of our clients when providing financial planning and investment advice. Our duty is one of undivided loyalty and utmost good faith, and we cannot engage in any activity that conflicts with the interest of any client. This high standard allows us to partner with our clients in pursuing their lifetime financial goals.

Community Involvement

Giving back to our community is at the forefront of Bridgeworth's culture. We are fortunate to give back and to push our communities forward. Through many forms of service, education, and contributions of time and talent, we make giving back a professional and personal priority.

Organizations that we are proud to support through service and leadership across Alabama:

  • Alabama Golf Association – Youth on Course
  • Alabama Leadership Institute
  • Alabama Society of Certified Public Accountants
  • ALS Association, Alabama Chapter
  • Birmingham Southern College
  • Birmingham Urban Young Life
  • City of Hoover Board of Zoning and Adjustment
  • Elder Foundation, Birmingham
  • Financial Planning Association of American and North Alabama
  • Girls, Inc.
  • Greater Alabama Council of Boy Scouts of America
  • High Achievement Summer School
  • HudsonAlpha Connections and Institute for Biotechnology
  • Huntsville Hospital
  • Junior League of Birmingham
  • Junior League of Huntsville
  • Kiwanis Club of Birmingham
  • Kiwanis Club of Hoover-Metro
  • Leadership Alabama
  • Leadership Birmingham
  • Merrimack Hall
  • Momentum Leadership Group
  • Newcomen Society
  • Oasis Women’s Counseling Center
  • Pathways
  • Pregnancy Test & Resource Center of Jasper
  • Rainbow Omega, Huntsville
  • Red Mountain Park Junior Board
  • Rotary Club of Birmingham
  • Rotary Club of Huntsville
  • Rotaract Club of Birmingham
  • Saint Vincent’s Hospital
  • The American Institute of Certified Public Accountants
  • The ARC of Madison County
  • The Community Foundation of Greater Birmingham
  • The Community Foundation of Greater Huntsville
  • The Livin’ Room, Huntsville
  • The Women’s Fund
  • The Women’s Network
  • Vestavia Hills Schools Foundation
  • Young Business Leaders (YLB)
  • Young Supporters Board of the UAB O’Neal Comprehensive Cancer Center