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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

5 advisors near 59457

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Steven F

Series 63, Series 66

Lewistown, MT

Edward Jones

Steven Foran is a financial advisor at Edward Jones with 11 years of industry experience. He has held positions at Edward Jones since 2018 and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Mari K

CFP®, ChFC®, Series 66

Lewistown, MT

Edward Jones

Mari Krumwiede is a financial advisor at Edward Jones in Lewistown, MT, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. She has been with Edward Jones since 2015 and has operated as self-employed since 1998. Outside of her advisory role, she officiates high school volleyball matches in Montana. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Amy C

Series 66

Lewistown, MT

Edward Jones

Amy Clark is a Series 66-licensed financial advisor with Edward Jones in Lewistown, MT, and has eight years of experience in the industry. Prior to joining Edward Jones, she worked at Stockman Bank and has also been involved in the food service sector, owning Sweet Pea Cakery, a custom cake and dessert business. Outside of her advisory role, she coaches U-16 girls volleyball in her local community. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment products, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stefanie D

CFP®, Series 66

Lewistown, MT

Edward Jones

Stefanie Dubbs is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Joseph E

CFP®, Series 66

Lewistown, MT

Edward Jones

Joseph Eckhardt is a financial advisor with Edward Jones in Lewistown, MT, holding CFP® and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in local business activities including ownership of a handyman and contractor LLC and membership in a real estate holding company, as well as serving on a review board for a local revolving loan fund. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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