Our Why
Why BradleyWealth?

Your New-Era Advisory Firm

What Sets Us Apart

We serve as your go-to financial coordinator, life coach, and accountability partner.

We offer a highly relational, unbiased, and independent fiduciary approach.

Access delivers opportunity: We have exclusive access to a leading Alternative Investment platform that is focused on outcomes.

Schedule a Consultation

Our Client Value Promise

The following promises are also our code of conduct; We always act in our client’s best interest.

Client First

You always come first. You are the most important part of our business. We look out for your best interest while providing custom-tailored advice and regular reviews of your investment plan.

Quality, Prompt Service

All stakeholders at Bradley Wealth are committed to excellence and giving you a high level of proactive, courteous service. You’ll hear from the Bradley Wealth team on the same day you call or email. And if we have to do additional research, you will receive a clear time frame for hearing back from us.

Trusted Advisor

A team of trustworthy, dependable, independent Wealth Advisors focus on your journey to True Wealth and seek a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook, and management philosophy.

Unbiased Recommendations

You will receive independent and unbiased advice and recommendations based upon your defined needs, risk tolerances, and goals. Through holistic Wealth Planning, your needs are clearly defined and constantly monitored.

Transparency

You will enjoy a transparent relationship and clearly understand the costs for portfolio management, transactions, and advisory services. All communications from the Bradley Wealth team will be clear and concise. We are happy to answer any questions about any financial matters, at any time.

Privacy and Confidentiality

You can fully expect Bradley Wealth to protect all of your information to the highest standards outlined by the SEC, FINRA, and state and regulatory agencies. You can be completely confident we hold to the strictest levels of confidentiality any information you provide to the Bradley Wealth team.

Education

We pledge to always educate you and help you make smart investment choices on your journey to True Wealth. We are constantly improving our own skills in financial planning and knowledge of investments and compliance to benefit you and your portfolio.

We make the complex simple.

As your trusted advisor, we’re focused on adding convenience and simplicity to your life.

Whether you’re investing hundreds or millions, at Bradley Wealth we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Accountability

We help you keep front of mind what’s best for you and your family.

If you’re spending too much or not saving enough to stay on track for your goals, you will know it, and we will make sure to set it right.

  • Supporting you through life changes
  • Updating you with progress reviews and financial check-ups
  • Keeping you informed with proactive communications

Coaching

We’re here to coach you through anything and everything. We’re not just a wealth advisor.

Looking toward a change in profession? We’re here to help. Just went through a divorce? Let’s talk about what’s next. Wondering where you should live in retirement? We’ll give you a neutral opinion – and we probably have a few ideas of our own.

Most advisors only care about the risks and results of investments and managing money. While these are important factors, we’re also interested in helping you plan all the key areas of your financial life.

  • Pursue your definition of True Wealth
  • Customized financial planning
  • Trusted advice from a trusted advisor
  • Plans built for your risk tolerance

Advocacy

We've been there before, and we can help you take the steps you need to accomplish your goals.

At Bradley Wealth, we don’t just take you from one item to the next – we identify and communicate what should take priority when and guide you each step of the way. In other words, we don’t just create a roadmap – we’ll help you get there.

  • Advice in common language
  • Regular meetings with your advisor
  • We act as a teacher and a guide

Why Should I Hire a Financial Advisor?

As an advisor, I must show why a client should pay me to give them advice. If clients can do it all by themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?

Read More

Request An
Appointment

In 15 minutes we can get to know you – your situation, goals, and needs – then connect you with an advisor committed to helping you pursue True Wealth.