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How we can help
Succession planning is key to preserving the value you’ve built in your business. Our team helps you create a clear transition strategy that protects your legacy and ensures continuity for employees, clients, and family members. We help you plan ahead so you can exit on your terms.
We can help you:
- Design exit strategies to ensure a smooth transition of ownership or leadership.
- Evaluate business valuations with your Business and/or Tax Attorney and CPA to prepare for sale, merger, or transfer and coordinate with these legal and tax professionals to minimize tax implications.
We strive to offer clients flexibility and options in our services
We constantly strive to enhance our clients' financial wealth knowledge to achieve their financial goals and greater opportunities for generational wealth.
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we are dedicated to empowering business owners
We recognize the unique challenges faced by entrepreneurs and organizations, and our experienced team provides comprehensive solutions to align your business and personal financial goals.
Tailored Solutions
We craft strategies specific to your business model and personal financial needs.
Fiduciary Responsibility
As CERITIFIED FINANCIAL PLANNER™ and Investment Advisor fiduciaries, we always act in your best interest, providing unbiased advice.
Expertise and Experience
Our certified planners bring deep knowledge of business and financial planning.
Ongoing Partnership
We provide continuous support to adapt to your evolving business landscape.
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.
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.
Let’s strive to Secure Your Financial Future
Contact us today to schedule a complimentary consultation. Let us help you build a financially secure future for your family and personal legacy.