Comprehensive planning and advice, spectacular service and execution.
First and foremost, our advisors are financial planners. We help you organize your finances and reach your financial goals, from paying for your children’s college education and saving for retirement to building wealth and leaving a legacy for your loved ones.
Bradway Financial is a Securities and Exchange Commission Registered Investment Advisor. Unlike the big Wall Street firms and their broker-dealers, we’re legally required to act in the best interests of each client. We also happen to think that acting in your best interests is the right way – and the only way – to conduct business.
Bradway Financial got its beginning as Case Financial Services in 2000. But advisor Brian K. Case wanted to get away from the industry standard sales- and commission-driven business model so that he could provide clear, unbiased advice to his clients. So he founded Bradway Financial in 2007 as a fee-based, independent Registered Investment Advisor. Over the past three years, advisors Rick Duncan and Craig Roncaioli have joined Brian to comprise the Bradway advisor team, along with support staff, to provide outstanding, highly personalized service and support to clients.
