We created Bradford Capital Group with a vision and purpose to serve clients for generations. We provide Investment Advisory Services, Private Wealth Management, Tax Optimization, and Retirement Planning.

Investment Advisory Services
We specialize in identifying outsized risks or gaps in your portfolio and strive to protect and grow your assets in varying market conditions.

Private Wealth Management
We focus on helping families address the complex, multidimensional challenges of managing significant wealth across generations.

Tax Optimization Strategies
We utilize advanced tax harvesting strategies to minimize tax implications across all of your asset holdings.
 
Cash Flow Analysis We model income, expenses, and portfolio gains to understand your long-term cash flow options.

Retirement Planning
We provide financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.


Retirement Plan Sponsors
We offer 401(k), 403(b), defined benefit, and non-qualified deferred compensation plans using our unique service offerings to better support employees.

Endowments & Foundations
We partner with Endowments and foundations seeking help delivering on their mission by providing investments services with appropriate diversification and risk management strategies.  

Investment Policy Development 
We define a policy that establishes guidelines to keep all parties aligned with investment goals. A proper Investment Policy aligned with a fiduciary will benefit all parties involved.

Disclosure: Third-party posts found on this profile don’t reflect the views of LPL Financial and haven't been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 
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Bradford Capital Group

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