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Financial Friday – April 9th, 2021

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, provides a breakdown of market activity for the past month.  Look for a market update from Bridgeworth on the first Friday of each month!   As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $1.5 billion …

Taking Control of Your End-of-Life Care

If you live a long time and need help toward the end, who will help you? Where will you receive that care? If you cannot make decisions for yourself, who will you want to make your financial, legal, and medical decisions? Yes, these difficult questions may lead to uncomfortable conversations, but the result will be …

DeLynn Zell Named as one of America’s Top Women Wealth Advisors by Forbes

We are proud to announce Bridgeworth CEO DeLynn Zell has been honored as one of Forbes Top Women Wealth Advisors.  Research President R.J. Shook proudly announced that “seeing the incredible women on this list shows clients are demanding diversity and want to see advisors that look like them. It’s an honor to highlight the women …

Women & Wealth Management

Finances are a driving force behind much of what happens in our lives. Whether it’s as simple as deciding what to order off the lunch menu or as complex as planning retirement, we all make many choices every day which guide our financial future. So, why is it that we, specifically women, tend to shy …

Talk of Alabama Featuring Patti B. Black, CFP®

Watch the television interview with Talk of Alabama featuring Patti Black, CFP®, Bridgeworth Partner.  Patti shares her outlook on the value of having a financial planner and what the addition of a team with a deep bench like Brideworth’s can bring to your financial plan. “A financial advisor is the benefit of working with someone …