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Bridgeworth 2017 Holiday Giving Spotlights the American Red Cross

2017 will be remembered for many things: a solar eclipse that brought work and school to a standstill as we all gathered outside to watch this natural phenomenon; a strong and steady stock market; and an unprecedented number of natural and manmade disasters: wildfires that swept through California, horrific shootings in Las Vegas and Texas, …

Information Regarding Equifax Hack

Equifax announced Thursday that it was the victim of a large scale hack that exposed the personal information, including SS#s, of an estimated 143 million Americans. Hackers gained access to names, SS#s, birth dates, addresses and some driver’s license numbers. This information is at risk of identity fraud or being sold on the black market …

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

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 …

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

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 …

2015 State of the Firm Address

I hope the new year finds you in good health and good spirits. We enter 2016 as we do every year, with appreciation for those things in life we hold dear and with optimism about the future. I am certainly grateful for our relationship and for the confidence you place in Bridgeworth. While 2015 presented unique economic …