Your Financial Advisor

Bradley D. Thomas, CFP^®, ChFC^®, CEPA

Founder and President

Founder of Bronwealth Financial & Tax, Brad works with affluent families and business owners on managing and preserving their wealth. His focus on comprehensive financial planning allows for his clients to focus on their business...

Ryan Harvey

Executive Assistant

Ryan serves as Executive Assistant at Bronwealth Financial & Tax, where he plays an integral role in supporting the firm’s comprehensive financial planning process. Working directly alongside Brad, Ryan helps ensure that every client...

^{Our Process}
My Goals With You

Initial Call

Our process begins learning about you and your personal and financial goals. After clarifying your goals, we collect financial and investment data to begin building out the foundation of your financial plan

Comprehensive Financial Plan

Next, we build, review, and discuss your financial plan. Our software is designed to integrate every financial aspect from investments, real estate, insurance, social security, Medicare, long term care, business sales, estate planning and more. Once all data is in place and the financial house is built to your liking, we implement investment recommendations.

Maintaining Your Strategy

After implementing your investment plan and building your easy-to-understand financial plan, we continuously monitor the financial markets, as well as your personal life and financial life. We work through the ups and downs of business, and health, to focus on maintaining your personal wealth long term. We adapt and overcome all circumstances, but we are prepared because we have a plan.

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