
Bridgeworth Wealth Management
Bridgeworth Wealth Management is a fee-only, fiduciary Registered Investment Advisor (RIA) firm based in Birmingham, Alabama, with an additional office in Huntsville. Founded in 2008, the firm specializes in comprehensive financial planning and investment management services for high-net-worth individuals, families, and institutions. As of early 2023, Bridgeworth managed approximately $2.2 billion in assets and employed a team of 58 professionals, including 23 CERTIFIED FINANCIAL PLANNER™ practitioners. The firm is recognized for its client-centric approach, offering services such as tax planning, estate planning, and family office resources. In November 2023, Bridgeworth announced plans to join Savant Wealth Management, a national, fee-only RIA firm, marking Savant’s first partnership in Alabama and expanding its footprint to 14 states and 37 offices. The acquisition is expected to enhance Bridgeworth’s capabilities by providing access to industry-leading technology and expanded services, including tax preparation and family office resources. DeLynn Zell, co-founder of Bridgeworth, will continue to lead the Alabama offices and serve in a leadership role at Savant, along with other Bridgeworth partners who will become member-owners in Savant