James Bradley

Background

About James Bradley

James Bradley is the Senior Managing Member and Founder of Bradley Wealth Advisors. For ten years, he has worked independently as well as with other financial advisors, tax advisors, and attorneys in personal meetings with clients to establish their financial goals, objectives, and ambitions. As an Independent Advisor, he has worked with clients of various backgrounds and net worth's, customizing portfolio recommendations according to their goals, needs, and risk tolerances. James’ passion and specialization lie in constructing comprehensive financial plans that provide direction for individuals, families, professional athletes, & business owners. He helps them to accumulate wealth, protect and preserve the things they love through insurance, and diligently plan for their future retirement. He believes that, due to the volatile economic times we live in, a financial plan is a critical piece of every client’s portfolio in order to ensure that they are on track with their monetary aspirations. Together with his clients, he guides and advises the development and implementation of financial strategies in the areas of money management, cash flow & budget planning, retirement preparation, tax planning strategies*, asset allocations, college funding, and family financial protection. He also provides a wide range of outside professional resources for clients who need tax and legal work, estate documents, trust documents, business planning formation, and business mergers and acquisitions. James holds the designation of a CERTIFIED FINANCIAL PLANNER™ practitioner, is licensed in the following FINRA registrations: Series 6, 7, 63, and 65, and is licensed for Life, Health, and Accident Insurance. He was a Cum Laude graduate from Salisbury University in Salisbury, MD with a Bachelor of Science degree in Finance, concentration in Financial Planning.*This should not be considered as specific tax advice. Consult a qualified tax professional regarding your individual situation