At Bridgeworth, we are a dynamic, experienced team of professionals passionate about helping our clients live with confidence and clarity. Our unique culture of collaboration and innovation allows us to draw on a wealth of financial planning and investment management knowledge to help our clients gain an abundance of what they value most. We offer comprehensive financial planning, investment management, and other services to help individuals and families define and achieve their financial goals. We believe in a holistic approach to wealth management, considering our clients' financial, emotional, and long-term goals. With over 30 years of experience in the industry, our founding partners recognize the importance of a thoughtful, regularly assessed financial plan. We have a team of CFP professionals who collaborate to develop and monitor each client's plan to meet their goals sustainably.
Bridgeworth's financial planners are praised for their expertise, professionalism, and personalized service.
The firm's customer service and management have been criticized for lacking essential skills and dropping small accounts.