Kellie Taylor's Contact Details

Kellie Taylor's Company Details

Bridgeworth Wealth Management

Birmingham, Alabama, United States • 51 - 200 Employees
Financial Services

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together since 1988. The firm consists of more than 50 advisors and staff members, each with distinct talents, abilities, and areas of experience in financial planning. With more than 23 CERTIFIED FINANCIAL PLANNER™ professionals, Bridgeworth Wealth Management is one of the largest groups of CFP® practitioners in the region with offices in Birmingham and Huntsville. Many advisors have additional credentials including Certified Public Accountants (CPA), Chartered Retirement Planning Counselor® designees (CRPC®), Chartered Financial Consultant® designees (ChFC®), Chartered Life Underwriter® designees (CLU®), and Chartered Financial Analyst® charter holder (CFA®).  Regardless of whether you need guidance with your retirement planning, prudent asset management, assistance with education planning, or leaving a legacy to your family or favorite charity, we can provide the strategies and common sense direction to work toward your goals and objectives. Our firm adheres to the fiduciary standard of acting in our clients' interests at all times while providing holistic financial planning and wealth management experience.