“Two decades ago, my aim was to establish a practice capable of consistently delivering financial advice and performance, ethically and successfully.  Today, my practice is well-established, expanding and singularly focused on serving you.  A direct and targeted approach is taken to define your goals, create a plan, and determine a timeframe for working towards them.

My designation as an Accredited Investment Fiduciary (AIF^®) obligates me to meet higher standards in the advice I give and the actions I take.  I am held to a higher standard of care.  As an AIF^®, all fees and charges associated with our services must be fully disclosed in a manner that is clearly displayed and understood by you – the client.”

Brad joined Blackbridge Financial in 2014 with more than 20 years of industry experience.  He is committed to understanding his clients’ financial situation and working closely with them to provide high-quality advice that is custom-tailored to their specific goals.

Originally from Chester, SC, Brad has been a resident of Charlotte since 1995.  Outside of work, he enjoys exercising, traveling and spending time with his wife, Lorraine, and two daughters, Lawson and Mary Mitchell.

Affiliations:

Uptown Church, Office of Deacon, since 2006

Business Recognition:

5 Star Wealth Manager, 2015 *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.

Experienced In:

Retirement Plans, Active/Tactical Investment Management, Tax Management, Comprehensive Financial Planning; 6-step process

Niche Market:

Physicians and Business Owners

Hidden Talent:

Making small batch, craft, indulgent ice-cream