Bradley & Company builds long term relationships with its clients by helping them secure their financial future and manage their success. Using a 360° approach to wealth management, we look beyond investments to execute tailored strategies that encompass all aspects of our clients’ total net worth.

Let's Look Forward

See your first three months
with Bradley & Co

Your first three months with Bradley & Company

Michael D. Bradley, CFA

Managing Partner, Portfolio Manager

Michael is the founder of Bradley & Company. The portfolio management activities of the team are directed and executed by Michael. Prior to founding the firm in 2007, he was Vice President – Wealth Management and a Portfolio Manager with Smith Barney’s San Francisco Office…

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Melissa Kirby, CFP®

Client Management Associate, Planner

Melissa has been in the Wealth Management field since 2008. Previously a part of YCMNET Advisers, she joined Bradley & Company in 2010. She is the team’s primary point of client communication and acts as a liaison between clients and financial institutions…

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See How Our Wealth Management System Works

Watch a 2:30 minute video about our Wealth Management System:

“Life in a Box”


Watch a 2:30 minute video about the safety and security of our technology:

Safe & Secure


See a 2:30 Video About Our Financial Planning Process:

“Financial Planning”


See a 2:13 Video About How We Can Help You Plan for the Future:

Let’s Look Forward

See a 7:30 video about how we work with CPAs to improve your tax efficiency and make tax time easier:

“CPA Advocates”

Insurance Planning Life Cycle

As you get older and your obligations expand, so does your need for insurance planning

As market conditions adjust, we’ll be executing or recommending adjustments in your portfolio, adding, reducing or eliminating positions in your holdings.

You make the big decisions. We make it simple.