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Bridgeworth Named to Financial Times Top 300 Registered Investment Advisers for 4th Consecutive Year

Bridgeworth is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.  For the last four years, Bridgworth has been honored with this recognition. This is the seventh annual FT 300 list, produced independently …

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.

Father’s Day 2020

With all the stress related to COVID-19, I’ve found it helpful to focus on gratitude. I’m thankful for more family meals with my husband and my teenagers. I’m thankful for mornings spent on the deck with my Bible and my journal. I’m thankful for the memories my sisters and I have made with my 88-year-old …