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Bradley Andrew Catherman

Advisor at Granite Financial Advisors, Inc. — Lewisburg, PA

Updated today

Credentials

Series 65

Experience

9 years

Location

Lewisburg, PA

Granite Financial Advisors, Inc. logo

Granite Financial Advisors, Inc.

Independent

Total advisors

1

Clients per advisor

11 Typical

Avg AUM per client

$166,643 Low

HNW client ratio

0% Low

About

Bradley Catherman is a financial advisor at Granite Financial Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Granite Financial Advisors since 2016. In addition to his advisory role, he is a full-time teacher with the Lewisburg Area School District. Granite Financial Advisors provides wealth management and comprehensive financial planning services to individuals, trusts, corporations, and estates. The firm employs quantitative analysis and cost-controlled, dividend-focused investment strategies, managing approximately $1.83 million across eleven clients.

Client services

Based on Granite Financial Advisors, Inc.

Financial planning Portfolio management

Expertise

Based on Granite Financial Advisors, Inc.

Debt management College savings (529s, UTMA, etc.) Retirement income strategy

Occupation focus

Based on Granite Financial Advisors, Inc.

Educators, Teachers, and Academics

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Fee options

Fixed

Flat fee of $300 for financial planning services, adjustable based on case complexity with client approval.

Percentage

$0+: 0.5% annually (Maintenance Plan) $0+: 0.75% annually (Simple Plan) $0+: 1.00% annually (Comprehensive Plan)

Other

Fee-only: Flat fee of $300 for financial planning services, adjustable based on case complexity with client approval.

Location

Lewisburg, PA

Lewisburg PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

9 years of industry experience

Granite Financial Advisors

2016 - Present • 10 years

Mifflinburg, PA

Lewisburg Area School District

2009 - Present • 17 years

Lewisburg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Curtis N

Series 65

Lewisburg, PA

Pioneer Fortress Consulting LLC

Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Cash flow / budgeting
user avatar

Justin B

CFP®, Series 66

Lewisburg, PA

Vision Wealth Advisors, LLC

Justin Buttrick is a CFP® professional with 17 years of experience in financial advising. He is the sole advisor at Vision Wealth Advisors, LLC, an independent SEC-registered firm he joined in 2024. His prior experience includes roles at Private Advisor Group, LPL Financial, and Edward Jones. Vision Wealth Advisors manages approximately $104.6 million for around 200 clients, offering investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, employer plan sponsors, and businesses. The firm combines passive and active investment strategies and provides ERISA fiduciary services to employer plan sponsors, alongside access to multiple custodians and institutional resources.

Business ownership considerations Business exit / sale strategy Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner

Josh K

CFP®

Lewisburg, PA

Omniwealth Investments LLC

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Pierce E

Series 65

Mifflinburg, PA

Buffalo Valley Wealth Plus

Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with one year of industry experience. He holds a Series 65 credential and has previously worked at Susquehanna Community Bank. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that emphasize income-generating instruments alongside mutual funds, ETFs, fixed income, and annuities, and also offers discretionary and non-discretionary portfolio management with ongoing financial coaching.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Darin K

CFP®, Series 63, Series 65

Lewisburg, PA

Tower Wealth Partners

Darin Koss is a CFP® with 34 years of industry experience and is currently an advisor at Tower Wealth Partners in Lewisburg, PA. His prior roles include positions at Raymond James Financial Services and founding Koss Financial Group, where he remains owner of a support company unrelated to investment advisory. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and employs a long-term oriented investment approach combining fundamental and technical analysis.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael M

Series 65

Mifflinburg, PA

Buffalo Valley Wealth Plus

Michael Miller is a financial advisor at Buffalo Valley Wealth Plus with five years of industry experience. He holds a Series 65 designation and has been with Buffalo Valley Wealth Plus since 2020. Miller is also associated with Bucknell University, where he has been involved since 2012. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that often emphasize income-generating instruments, mutual funds, ETFs, fixed income, and annuities, and offers both discretionary and non-discretionary portfolio management alongside ongoing financial coaching.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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