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Bradley Randolph Newman

Advisor at Focus Partners Wealth, LLC — Harrisburg, PA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

22 years

Location

Harrisburg, PA 17101

Focus Partners Wealth, LLC logo

Focus Partners Wealth, LLC

Enterprise

Total advisors

1,040

Across 257 offices

Clients per advisor

59 Typical

Avg AUM per client

$2,557,933 Very High

HNW client ratio

49% Very High

About

Bradley Newman is a CFP® with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. He previously worked at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, and Roof Advisory Group, Inc. Newman is a member of the Investment Committees for the United Way of the Capital Region and Ronald McDonald House of Central PA, where he contributes his expertise in cash-flow and investment strategy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Client services

Based on Focus Partners Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions.

Expertise

Based on Focus Partners Wealth, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning

Occupation focus

Based on Focus Partners Wealth, LLC

Dentist Founder/Business Owner Executive Retired

Demographic focus

Based on Focus Partners Wealth, LLC

Established Professionals Approaching retirement Values-based investing

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Fee options

Fixed

Financial counseling, divorce planning, aging life care planning, practice integrated wealth management (generally $150-$825/month), family budget services ($3,000 to $6,000 fixed monthly fees), business solutions ($5,000 to $50,000 fixed fees), aging life care planning ($1,500 upfront plus $250/hour for additional meetings)

Percentage

$0 - $25,000,000: Up to 1.25%, negotiable and based on client factors $25,000,000+: Negotiable and varying based on client relationship and assets

Project-based

Financial counseling (sometimes), family office services ($95 to $275/hour), business management ($80 to $375/hour), dispute resolution services ($250 to $300/hour)

Performance-based

Performance-based fees charged for certain Private Funds and private accounts; e.g., carried interest on private equity funds, 10%-15% of distributions after hurdle for TCP fund.

Subscriptions

Subscription fee for The Prudent Speculator newsletter: $33/month, $325-$375/year, or $595-$695/2 years.

Other

Account minimum: $5,000 Minimum fee: Typically subject to a minimum fee of $5,000 Fee-only: Financial counseling fees generally annual/fixed billed quarterly; family office fees quarterly or hourly rates $95-$275/hr; family budget fees fixed monthly fees $3,000-$6,000 or higher; business management hourly rates $80-$375; dispute resolution hourly rates $250-$300; tax compliance fees variable.

Location

See office

Harrisburg, PA

507 N. Front Street

Harrisburg PA 17101

Advisors at this office

3

Most active in

Pennsylvania

Work history

22 years of industry experience

Focus Partners Wealth, LLC

2026 - Present • 1 year

St. Louis, MO

Kovitz Investment Group Partners, LLC

2024 - Present • 2 years

Harrisburg, PA

Fort Pitt Capital Group LLC

2019 - 2024 • 5 years

Pittsburgh, PA

Roof Advisory Group, Inc.

2003 - 2019 • 16 years

Harrisburg, 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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Joel G

Series 66

Hummelstown, PA

Solid Rock Financial Solutions LLC

Joel Gish Jr. is a financial advisor with Solid Rock Financial Solutions LLC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Cambridge Investment Research Inc. and several non-financial organizations, including Lifeway Church Inc. From 2017 to 2021, he was affiliated with Grove City College. Solid Rock Financial Solutions LLC provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of fundamental analysis and modern portfolio theory. The firm prepares individualized investment policy statements and monitors portfolios regularly, offering a range of investment options including mutual funds, equities, ETFs, fixed income, annuities, and occasional private placements or venture capital interests.

Wealth management Annuities
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John R

Series 63, Series 65

Harrisburg, PA

Richards Financial

John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.

Concentrated stock management Options & derivatives strategies
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Jeffrey Y

Lemoyne, PA

Yoffe Investment Management, LLC

Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

Wealth management Charitable giving & philanthropy
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Jeffrey S

CFP®, Series 63, Series 65

Camp Hill, PA

Mercantile Advisors, LLC

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

Private / alternative investments Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
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Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
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Ryan C

Series 63, Series 66

Enola, PA

Victus Wealth Management

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 designations. Canfield has worked at LPL Financial and has served on the board of directors for the West Shore Young Professionals, a nonprofit organization. Victus Wealth Management serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services, including portfolio management for institutional clients. The firm combines third-party model portfolios with in-house oversight and offers public seminars to educate the community about investments and its services.

General retirement planning Income planning General tax planning Retirement withdrawal strategies
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