Bradley Harvey, Jd, Cima®, Cfp® Email & Phone Number

I may be a self-professed nerd for numbers, sophisticated algorithms and new technology, but all that works in my clients’ favor. I grew up watching my father manage his medical practice and today, I run my own wealth management practice. I understand the challenges of running a business — and maintaining a career — while also trying to help protect my clients’ assets. Due to my legal background, I also understand the legal complexities that can be involved with investing strategies. Managing and helping to grow others’ wealth is not a hobby or something I turned to after other careers failed. It is something I navigated toward from a personal passion and I have been expanding my knowledge for more than 25 years. Most recently, my commitment to transparency and sense of responsibility led me to move away from the traditional broker-dealer model because I believe so strongly in the fiduciary standard. It became increasingly difficult to continue to follow the fiduciary standard for my clients while working for my prior firm due to conflicts of interest inherent in the traditional brokerage firm model. My primary goal is to help my clients feel secure and confident about their financial future. I take a personalized approach to financial planning and treat each client as an individual, delivering customized plans and portfolios that are reflections of their goals, aspirations and values.I believe financial planning is not an event, but an ongoing process, requiring active monitoring and revision to help ensure clients stay on track. Whether the outcome is education funding, charitable giving, deriving income during retirement, or preserving and passing a legacy to the next generation, I offer a defined, comprehensive process to help clients achieve their goals.

Listed skills include Wealth Management, Series 7, Investment Strategies, Investments, and 2 others.