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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

4 advisors near 49885

Out of 400,000+ nationwide

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Jarrod B

Series 63, Series 65

Au Train, MI

RFG Advisory, LLC

Jarrod Biebel is a financial advisor at RFG Advisory, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Onota Township Board of Review and is a member of the Michigan State DNR ORV Trails Committee. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, and manages client portfolios using a combination of in-house models and outside platforms incorporating active and passive strategies.

Annuities Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Women Professionals
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Daniel J

Series 63, Series 65

Marquette, MI

Integrity Alliance, LLC

Daniel Jeffries is an advisor at Integrity Alliance, LLC with Series 63 and Series 65 credentials. He has been working in the financial services industry since 2024, including roles at Hantz Financial Services and Flourish Financial Partners. In addition to his advisory work, he prepares tax returns and discusses tax savings strategies with clients through Ledford Tax & Financial Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Michael A

Series 66

Marquette, MI

Edward Jones

Michael Ansell is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Ansell is the owner and president of Prosperity Real Estate LLC, an entity formed to own property intended to become his new office location. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Scott H

Series 66

Marquette, MI

Edward Jones

Scott Hendrickson is a financial advisor at Edward Jones in Marquette, Michigan, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Verso Paper Company for five years and had a brief tenure at Hagerty Construction and Design. He also serves as a basketball scorekeeper for Marquette Senior High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated trust company and proprietary investment products.

College savings (529s, UTMA, etc.) Retirement withdrawal strategies Retired Founder/Business Owner Executive
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