Drawing on a Wealth of Knowledge

Bridgeworth Insights


Calendar of Events


Insights into the PPP Data

The following is an excerpt from the Jul 14, 2020 article in the Birmingham Business Journal which quoted CEO DeLynn Zell, pertaining to Bridgeworth being included in the database for those having received the PPP loan and returning the funds. While the list provided some good insights into the program, it’s not without its limitations. …

PPP Loan Perspective

Bridgeworth was born into crisis during the 2008 recession, arming us well to navigate future financial crises – both for our clients and firm.  As a leader in our industry, we took whether or not to accept the PPP loan seriously, and, because of our preparation, we were able to return the loan.  Learn more …

BBJ names Birmingham Top 100, “From Cruise Control to Crisis Control”

Thank you, Birmingham Business Journal, for including us in your listing of the Top 100 largest privately held companies in Birmingham.  We feel honored to be included in such an innovative group of businesses and are proud to be part of a strong, united community, especially during these turbulent times.

“How to Tackle What’s Holding Women Back in Finance: RIA Zell”

Bridgeworth is proud to be a firm that values women in finance and mentoring those who have just started out in their financial and wealth management careers. ThinkAdvisor‘s article featuring DeLynn Zell, CFP®, gives insight into strengthening your network and maintaining relationships early on in your professional journey. “Business development is really nothing more than building relationships. …

Bridgeworth ranked Top Financial Planning & Investment Advisory Firms in Alabama by Business Alabama

Join us in celebrating Bridgeworth being named the fifth largest Financial Planning Firm in Alabama.  The top Financial Planning & Investment Advisory Firm rankings were created through surveys conducted with Business Alabama by the value of assets under advisement from Alabama offices.  For over three decades, Business Alabama has reported and tracked businesses, no matter …