Our Mission

Bradley & Company builds long term relationships with its clients by helping them uncover and address the challenges created by their wealth.

Using a 360° approach to wealth management, we execute tailored strategies that encompass all aspects of our clients' total net worth.

As a fee-only firm, Bradley & Company is only compensated by our clients.

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Recent Posts

The Facebook IPO

Should you “like” it? In one of the most widely expected and anticipated transactions in stock market history, Facebook filed an S-1 form with... 

New Cost Basis Rules: Pitfalls and Opportunities

Brokers must track and report cost basis to both you and the IRS Part of the changes that came with the Health Care Act of 2011 is that cost basis information... 

Required Minimum Distributions from IRAs

Obligations and Opportunities After you turn 70½, the IRS requires you to withdraw some of the money in your retirement savings accounts each year. These... 

Starting 2012 Right

A look at some financial changes & the opportunities they may present. This year is projected to be one of great financial change, as is 2013. So here... 

Donating Company Stock: Great for holiday charitable giving

Giving appreciated stock can be a great way to support your favorite charity and reduce your tax bill. For shares you may have recently received from an...