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Strategic financial planning for life’s most important decisions

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Our team is here for you

We help individuals and families simplify their finances and align their values with their money. This helps them make confident decisions through comprehensive wealth planning and ongoing advisory support.

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For almost 20 years Brad has been our trusted financial advisor, providing us financial well-being.
—Ted D. 

The care and help you and your entire team supply us takes a level of worry away, allowing us to focus on what to do moving forward, not how to get there.
—Timm A. and Nina A.

Brad helped me figure out when I felt comfortable to retire.

—Nick S. and Toni D.

Your personalized service is the best. I wish more service providers would deliver like you.

—Devin A.

I’m so proud of you and your company for becoming a finalist for the 2026 Torch Award for Ethics.

You have taken care of me for more than 20 years and I so appreciate your integrity and responsibility to me. I trust you with my finances for my life. I am so glad to have found in 20 years ago. You have always been there for me.

—Nancy B.

This testimonial was given by a client of the financial advisor, and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

$241M*+ assets under advisement

$241M*+ assets under advisement

500+ families supported

500+ families supported

Dedicated to you since 1998

Dedicated to you since 1998

*As of December 2025, AdviceLink Financial Advisors has $241 million in assets under administration through Cetera Wealth Services, LLC.

A unified strategy and comprehensive approach

A unified strategy and comprehensive approach

Our planning process is more than comprehensive—it integrates investments, tax, retirement, legacy planning, and more. We are committed to developing a lifelong partnership with our clients so that we can help you create a financial framework that supports you now and into the next generation. Our advisors share knowledge with you through coaching and education.

CFP® expertise

Each client has the opportunity to work with a CFP® professional on our team, whereby we have in a fiduciary responsibility to ensure we are only offering recommendations in your best interest.

Embark on your journey

Embark on your journey

Since 1998, Brad has been a leading financial advisor specializing in financial planning, investment advisory, and life insurance. 

Relax and enjoy your life knowing your money will be there when you need it. 

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