Brian K. Case

Certified Financial Planner®
Founder & Managing Partner

Brian provides his clients with comprehensive financial planning, insurance and investment management.

Brian K. Case, a Certified Financial Planner, is the founder and managing partner of Bradway Financial. The fee-based firm sprang from his desire to provide clients with independent, unbiased advice and customized financial and insurance products that support their goals.

Brian uses his analytical and organizational skills to help clients bring order to their financial lives. Brian helps clients define and refine their dreams, then crafts comprehensive personalized financial plans to turn those dreams into reality.

Brian heads the firm’s investment committee, which manages more than $100 million to support clients’ long-term goals. Although his clients come from many walks of life, Brian specializes in advising people in the healthcare field and those who own small businesses.

As portfolio manager for the Bradway Capital Insight Fund, Brian uses his investment expertise to select alternative investments for clients who qualify as accredited investors. He looks outside of traditional asset classes to find the best risk/reward opportunities, including private equity, real estate and angel investments. Brian also leads another Bradway investment partnership, Thaynes Capital Insurance LLC, which has an interest in a privately held property and casualty insurer.

Brian sits on the board of River Valley Investors, a local group of successful entrepreneurs and executives dedicated to helping each other find, evaluate and profitably invest in private companies with significant growth potential. Brian also is on the board of directors at BikeReg.com, a cycling race registration site based in Northampton, Massachusetts.

An avid cyclist, Brian is the founder of and a partner in Fit to Ride, a dedicated bike fitting studio in East Longmeadow, Massachusetts. Brian brings nearly three decades of cycling experience to Fit to Ride. He began working in bike shops when he was 13 and has been building, maintaining and fitting bikes since then. Brian was a competitive track and road cyclist in his teens and 20s.

Cycling-related charity events are at the heart of Brian’s philanthropic endeavors. Bradway Financial is a major sponsor of Katelynn’s Ride, which raises money for Baystate Regional Cancer Program’s Pediatric Oncology Center and The Jimmy Fund. Brian participates in the annual Audi Best Buddies Challenge, a 100-mile ride from Boston to the Cape that raises money for Best Buddies, an organization dedicated to helping opportunities for people with intellectual and developmental disabilities. He also raises money for childhood cancer research and treatment through St. Baldrick’s Foundation, supports inner-city youth through The Compass Fund and helps fit bikes for the Springfield Jewish Community Center’s Project RIDE, which provides special needs children with modified tricycles and information about adaptive sports programs.

Brian lives with his wife and three children in Somers, Connecticut, where they enjoy hiking, bicycling and cross country skiing on the 80 acres of trust land and state forest adjacent to their home.

Email: brian@bradwayfinancial.com
Phone: 800-725-1622 ext. 4
Shared Calendar: http://doodle.com/brian.case