Testimonials

"I first started working with Brad when my wife and I were accomplishing the last financial goal that we had set for ourselves. We did not know what we wanted to accomplish financially after "crossing the finish line". Our investment strategy was nearly non-existent, and we did not have a plan. Brad spent hours with us getting to know our family, goals, and aspirations. He put together a plan that we know will keep us "on track" towards the new goals that we have set, and he is always checking in with us so that he can make changes as needed. Perhaps best of all, Brad's expertise bridges many disciplines, and I now look to him for advice and guidance in other areas of investing, business, and risk management. I wholeheartedly recommend Brad to anyone looking for someone to guide them towards their goals."

- Caleb
   Business Owner

"Before working with Brad at Bronwealth Financial & Tax, our family investments were with another firm. Like many people, we assumed their approach was the safe, smart choice. Brad quickly showed us that it was a low-risk, low-reward strategy that wasn’t aligned with our specific financial goals or situation. He took the time to understand our needs, then built a personalized plan that truly fits us. Brad restructured our investments, educated us on trusts for our children, and coordinated updating our Wills and Estate plans. The best part - he did it all in a tax-efficient way. The difference has been remarkable. We’re now in a much stronger financial position, and our family feels far better protected for the future. Switching to Brad was one of the best decisions we’ve made."

- Steven
   Business Owner

"Brad has been an exceptional financial advisor who has put me on a clear path toward financial success by building out a simple portfolio, when that did not exist for my family and me previously. He’s helped me become more informed and always acts with my best interests in mind, as well as takes the time needed to deep dive into the complexities of my unique situation. I highly recommend him and his firm."

- Karen
   Business Owner

"We originally had our funds with another firm while employed. After retiring, we met with Bradley at his previous firm and felt comfortable enough with his recommendations, so we moved our funds. When Bradley left his previous firm to start his own business with LPL, we decided to go with him. Bradley always answered any questions or concerns we had when the market was moving up or down. He always took the time to explain the market to Ava, especially so when she received a considerable inheritance, she moved everything to LPL under Brad’s guidance. Ava has recommended Brad to several friends and family members, and most have been very pleased after speaking to Brad and understanding how he can help them long term. In our opinion, Brad is honest and intelligent, and we highly recommend him as your financial advisor."


- Ava and Rita
  Retired

"Working with our financial planner has been a game-changer for both our business and personal finances. As we prepared to exit the DSP program, he helped us plan nearly seven months in advance by providing guidance that proved critical in ensuring we exited with confidence. On the personal side, his impact has been just as powerful. With his direction, we now have a clear, strategic plan for our financial future. What sets him apart is his honesty and integrity. He doesn’t just give advice—he does what is truly best for his clients, even when it’s not the easiest path. We trust his guidance fully and are in a stronger position today because of it."

- Latina
   Business Owner

"Before working with Brad, our investments were all over the place with no consistent review process, it was just “hit and hope." Brad through his agency has provided a platform, where I can see a true 360 reflection of where we are with our personal financial statement. His professionalism, responsiveness, knowledge not only on investment strategies but holistically, taking into consideration tax implications and anything else that could impact our journey. Brad has broad knowledge base that he has accumulated over time through extensive research. Always available to bounce ideas with authenticity that has grown into a friendship."

- Guy
   Rental Property Owner