Advisor Brian K. Case provides his clients with comprehensive financial planning and investment management services, along with a full range of financial advice.

A financial advisor since 1995, Brian founded Bradway Financial because he wanted to offer his clients independent, unbiased advice along with customized financial and insurance products that support their goals.

As a Certified Financial Planner®, Brian uses his analytical and organizational skills to help clients bring order to their financial lives. Brian listens to clients define and refine their dreams, then crafts comprehensive personalized financial plans that help turn those dreams into reality.

Although his clients come from many walks of life, Brian specializes in advising healthcare professionals and people who own small businesses. He generally sees clients in our Longmeadow, Massachusetts, office, but also meets with clients in their homes, offices or at our location in West Hartford, Connecticut.

Brian heads the firm’s investment committee, which manages more than $100 million to support clients’ long-term goals. Brian has successfully guided clients through all market cycles, including the dotcom bubble of the late 1990s and the 2008 financial crisis and the Great Recession that followed.

An avid cyclist, Brian puts cycling-related charity events are at the heart of his philanthropic endeavors. Bradway Financial is a sponsor of Katelynn’s Ride, which raises money for the Children's Cancer Hope Fund at Baystate Children's Hospital and The Jimmy Fund. He also 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. In addition, he is a supporter of the Pioneer Valley Riverfront Club, which has brought rowing, cycling and other healthy activities to the Connecticut riverfront in Springfield.

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.