Bridgemore Financial is a wealth management and financial planning firm headquartered in Vestavia Hills, Alabama. The firm focuses on serving corporate retirement plans and upper middle class families. Bridgemore Financial and its founder, Michael Kittinger, are associated with and supported by Belpointe, LLC and its divisions, Belpointe Asset Management, Belpointe Wealth Management and Belpointe Insurance.
Founder Michael Kittinger has been in the financial services industry since graduating in 2003 from Birmingham-Southern College with a degree in Economics. Since then, he has furthered his education by completing the:
- Masters of Business Administration program at the University of Alabama at Birmingham
- Obtaining the Accredited Investment Fiduciary (AIF) designation
- Obtaining the Chartered Retirement Planning Counselor (CRPC) designation
- Completing the Lead Advisor certification process through the CPA+ Network
Upon graduation from BSC, Michael was accepted into the Management Associate program at AmSouth Bank (now Regions Bank). Following the three-month training program, Michael was matched with the Institutional Asset Management division, where he helped support the sales executives serving the investment needs of large institutions, foundations, and corporate 401k and pension plans.
In 2007, Michael joined a large southeastern accounting firm and top 100 Registered Investment Advisory (RIA) firm. There, he helped manage the 401k service offering, helping grow it from a handful of clients to over a hundred clients with approximately $700 million in retirement plan assets under management. While there, Michael helped handle prospecting, conversion, plan design, employee enrollment and education meetings, and annual plan reviews.
During this time Michael gained first-hand experience providing financial planning and investment management services to individual clients. It was then that Michael realized while he could help more people through company retirement plans, he could build deeper relationships and have a more significant impact working with people one-on-one.
After 9 years with this top 100 RIA firm, Michael became convinced that he could better serve his current and future clients by having complete autonomy over the service offering and fee schedule. Michael also firmly believes that everyone should have access to expert financial planning, investment management and 401k services and not just those with over a million dollars in investable assets.
Partnering with Belpointe and TD Ameritrade allows Michael to accomplish this goal. By removing account minimums, lowering overall fees, and improving service in measurable ways, Michael can truly enhance the lives of a greater number of people.
Let us help you! Start today by calling 205.440.1773 or completing the contact form and scheduling a free initial consultation.