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.
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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.
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: 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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
The Braddock Blog
The Braddock Blog
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.