Our Team
Our team builds relationships with a limited number of families to guide their transfer of wealth, perspective, and values through generations. Our team’s members are likeminded, yet come from different cultures, regions of the country, and most importantly, generations. This allows us to focus our practice to help families create wealth management plans that don't end with one generation, but instead act as fluid documents designed to work over decades. We believe in providing guidance that weaves philanthropy and estate planning together as this allows the family to think multi-generationally; goals become purposeful and personalized rather than simply amassing wealth.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Process
Our process begins by exploring the values, culture and perspective that makes a family unique. We believe it is critical to understand the history of a family, how it functions today, and the reasons why certain goals are held above all else.
Multigenerational Planning
Every family has different goals, needs and challenges. Our experience shows us that most family goals do not begin and end within one generation. There are values, cultures, experiences, and relationships that need to be effectively transferred through multiple generations of a family in order for specific goals to be reached.
Special Needs Planning
Special Needs Planning is a very sensitive area of financial planning due to the complexities both in terms of how assets are structured and how family dynamics drive decision making. Beyond spending the time necessary to understand a family, we believe it is vital to understand the nature of the disability, and the relationship the disabled individual has with his or her family.
Community Involvement
The Braddock Group specifically focuses on philanthropic planning and primarily works with clients who believe in the importance of having a strong community. Through our community involvement, we have been able to connect with a myriad of inspirational people and help organizations that we value grow and succeed.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
The Braddock Blog
The Braddock Blog
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Office Information
Phone:
Email:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.