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dedicated professionals with respected credentials
When James A. Bradley founded Bradley Wealth Advisors in 2011, he established the firm with a dedication to lead and educate clients, desiring to transform their wealth for generations to come. Bradley Wealth Advisors wanted to change the perception for our clients who have been used to an industry with sales-based investment stigma, and offer an informative yet personable approach.
As an independent firm, our focus is dedicated to our clients and their families. We strive to enhance the financial literacy and knowledge that promotes generational wealth. Our firm is proud to be working with clients of multiple generations to fulfill their wishes, so that family wealth can be passed down with the proper guidance needed.
We strive to offer clients flexibility and options in our services
Our business is built on the unconditional level of trust you embrace in us. It is our commitment to maintain the highest levels of client confidentiality, honesty & truth, and respect. Our goal is to build a life long professional & personal relationship.
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Professional Athletes
We work hard for your financial success both during and after your sports career.
Business Owners
Our comprehensive services are designed to help you achieve your business goals,
Families & Individuals
We understand that each family has unique financial needs and aspirations.
Medical Professionals
Our services help you achieve financial security and monetary confidence.
Our Experienced Team
At Bradley Wealth Advisors, we pride ourselves on building a firm comprised of professionals that share our core values, integrity, and dedication to client-focused education. Together, we deliver our clients professional advice and service with the goal of enhancing the financial literacy in our country, one client at a time. Our financial professionals display respected credentials and capabilities as well as a continued passion for constantly educating themselves in the financial planning and tax strategies evolving in modern times.
Let’s Secure Your Financial Future
Client Center
To access your Charles Schwab investment accounts, please login here:
To access your Pershing investment accounts, please login here:
To access your Fidelity investment accounts, please login here:
Financial Planning
To access your client planning site and reports, please login here: