Brad Bars

Co-Founder, Principal

Brad brings a creative approach to planning and investment strategy through his ability to create income while maintaining liquidity for his clients. Before his career in the financial industry, Brad earned a B.S. in Finance from Penn State and played linebacker for the New York Giants. Brad also served as treasurer for the NFLPA Tennessee Chapter. Brad lives the life he preaches and is aligned with the client. He chose LPL Financial as his independent broker-dealer so his clients could benefit from objective wealth management without any proprietary products or hidden corporate agenda. Additionally, LPL Financial’s expansive platform provides access to the investment universe, institutional quality investments, sophisticated products, cutting-edge technology, an eminent research team, and reliable back office support. Brad holds Series 7 and Series 66 FINRA designations.

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