Bradley Advisory

The firm provides investment advisory and financial planning services primarily to individuals, families, small corporations, trusts and clients acting under power of attorney. It manages roughly $90 million in client assets on both a discretionary and non-discretionary basis and maintains an advisory account minimum (typically $50,000), while also facilitating brokerage and 403(b) arrangements outside the advisory platform.

Investment strategy is value-oriented and long-term, emphasizing diversification, periodic rebalancing, and use of mutual funds and exchange-traded funds, with selective use of individual securities or options for hedging or income when appropriate. Research sources include custodial and third‑party platforms and financial publications, accounts are reviewed quarterly, and annual client meetings are conducted to align portfolios with individual goals.

Distinctive features include operating as a sole proprietorship with a recently added advisor while serving a relatively large client base (nearly 300 clients), resulting in a higher client-to-advisor ratio than is typical for similarly sized firms. The adviser is also registered as a broker‑dealer representative and an insurance agent and may receive commissions for brokerage or insurance transactions outside discretionary advisory accounts; the firm requires clients to use a specified custodian for advisory accounts and does not vote client securities.