About Us

Generate Excitement With Your Wealth!

At Bradford Financial Management, we take a broad view of your personal wealth management. To us it's more than just investments.

Wealth management combines portfolio management, retirement planning, insurance, annuities alongside strategies that help you reach your financial goals like retirement, funding college, planning for a personal milestone and more.

As A Dedicated Financial Consultant

Today's investor needs more than a portfolio manager, they need a dedicated financial consultant to who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.

Bradford Financial Management services evaluate your risk, tax liability, retirement planning, debt management and more and then advise only on investments and strategies that make sense to your financial situation.