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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

3 advisors near 73075

Out of 400,000+ nationwide

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Nicholas M

CFP®, Series 66

Pauls Valley, OK

HBW Advisory Services LLC

Nicholas Mitchell is a CFP® professional with 12 years of industry experience, currently serving at HBW Advisory Services LLC. His prior work includes roles at Cetera Advisor Networks LLC and HBW Securities LLC. He is also a passive owner of Daycation Senior Activity Center, an adult day center for the elderly. HBW Advisory Services manages approximately $1.75 billion in client assets, providing a range of financial planning, asset management, and consulting services to individuals, families, businesses, and institutional clients. The firm employs a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, and it is notable for its high client load per advisor and its institutional and intermediary service roles.

College savings (529s, UTMA, etc.)
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Gregory H

Series 63, Series 66

Pauls Valley, OK

Edward Jones

Gregory Hendrix is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he manages a small cattle and hog farm in Pauls Valley, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

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

Series 66

Pauls Valley, OK

Edward Jones

Jasen Agee is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Agee is involved in an art gallery event center in Pauls Valley, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and manages approximately $1.01 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General retirement planning Retirement income strategy Retired Founder/Business Owner Executive
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