Home | Bradford Wealth Management

Southern Illinois' Leading Financial Guide

Put our proven record of community enrichment in your corner. Wherever you want to go, we're ready to help at every step of the journey.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand.

Who We Are

How We Can Help

In addition to working on your behalf, we'll simplify your financial life and help provide the freedom to focus on what matters most: Our Community.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.

Lifestyle

Dream big, have fun. It's time to maximize the return on your life.

Investment

Our investment team can create a portfolio that's designed to fit your lifestyle.

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Speak with a neighborhood advisor to learn how<strong> we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

Schedule an Appointment

What Sets Us Apart

Our financial advisors love to help navigate the intersection of community and money. With our team at your back, you'll be able to live a life full of fun, passion, and purpose while giving back to those who need it most.

See What Our Clients Have to Say

"Brady is great to work with on my IRA account. I definitely recommend him!"

Barbara G.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Brady went through each account and made sure we understood everything. Answered all questions and gave good suggestions to manage our accounts. He showed a genuine interest in what would be the most beneficial for us. We appreciated the review and were very happy with it. Ian Timmerman sat in and was also very pleasant and knowledgeable."

Eileen H.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"Jaime is always awesome about scheduling me in w/my crazy schedule. Brady is awesome at explaining my options and his suggestions on what the best move would be (in his opinion). I absolutely trust them & am incredibly thankful for their guidance."

Stephanie K.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"The Bradford Wealth Management team has been the best to work with from the beginning. Brady is always patient, knowledgeable, and kind with every request and need I have. Jaime always makes sure I am taken care of and that my questions are answered with exceptional customer service and genuine care. The entire team always makes me feel celebrated in all my milestones. Thank you to everyone at BWM for always giving me the best experience!"

Lucille R.

Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

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Call Us

618-664-2253

Address

100 East College

Greenville, IL 62246