Brad Biddle Email & Phone Number

I am a co-founder of Pillar Wealth, Inc. I specialize in helping our clients to develop investment strategies to fit their life goals. My work also includes implementing the asset allocation and portfolio design recommendations and tracking progress toward each client's objectives and goals. As a current college parent of a daughter that was recruited for college softball, I also am very familiar with the college financial aid planning process.I am also a partner at Richard C. Jarchow, CPA's, a sister firm to Pillar Wealth, Inc. My position consists of tax preparation and tax planning for individuals, trusts, estates and corporations. The real excitement for me is when we are able to help a client, through proper tax planning, achieve their goal whether it is the transfer of assets or structure of a transaction to minimize the tax hit. Additionally, I am a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).I am a graduate of Illinois College and completed graduate courses at Florida International University to satisfy the 5th year requirement so that I could sit for the CPA exam. I spend a lot of my free time at my son's baseball games or at the field with him as well as keeping up with my daughter's college softball career at Lafayette College.Securities offered through Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Pillar Wealth and Cambridge are not affiliated.

Listed skills include Income Tax, Corporate Tax, Tax Returns, Wealth Management, and 2 others.