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

Sell in May and Go Away?

An old stock market dictum says that spring is for profit-taking, or at least a time to reduce your exposure to equities. In the classic market psychology,... 

Keeping Track of Expiring and New Tax Provisions

A number of significant federal income tax provisions expired at the end of 2011, a fact that might be easily overlooked with so much attention being... 

Department of Labor 401(k) Plan Disclosure Rules Take Effect Soon

New participant disclosure rules apply to self-directed 401(k) plans. Employers generally must begin complying with these rules no later than August 30,... 

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...