My goal is to help you be organized, accountable, educated, and comfortable with your finances so you can focus on the things that matter most to you.
I am proud to be a fee-only advisor whose values and advice are aligned with doing what is in your best interest under the fiduciary standard. I have worked with people at every point in their financial lives to help them achieve their financial goals.
Professional Certifications:
Memberships/Affiliations:
Education:
MBA in Personal Financial Planning, Georgia State University
Bachelor of Science in Business Administration & Information Systems, University of North Carolina at Wilmington
Experience:
Senior Financial Advisor, Modera Wealth Management 2017 - 2022
Vice President, Wealth Planner, Wells Fargo Private Bank 2015 – 2017
Assistant Vice President, Wealth Strategies Analyst, U.S. Trust/Bank of America Private Wealth Management 2013-2015
Financial Analyst, The Ayco Company (part of Goldman Sachs) 2010 - 2013
CFP® professionals have completed education requirements covering all aspects of financial planning, passed an extensive two-day exam, have at least three years of experience, and must adhere to the CFP® Board's strict code of ethics. Furthermore, CFP® professionals are required to meet continuing education requirements of no less than 30 hours every two years to maintain their certification.
Fun Facts about Bradley
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Born & Raised
Born: Cincinnati, OH
Raised: Greenville, NC
Living My Best Life: Atlanta, GA
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Favorite Beer
Scofflaw Basement IPA
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Happy Place
Being on the Nantahala River
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Bradley’s Interests
Spending time with Family & Friends
Singing with my daughter (she is a great singer… I am not)
Playing board games with extended family
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Favorite Team
Proud supporter of the Atlanta United Football Club
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Favorite Music
Rock, Country, Orchestra, Rap… yes, please… love it all
Admitted bluegrass fan – currently learning to play the Banjo
“Be curious, not judgmental.”
— Walt Whitman
(and Ted Lasso)
Professional Designations & Affiliations
Bradley Hilton is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Bradley Hilton is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Bradley Hilton is a CERTIFIED FINANCIAL PLANNER™ Professional
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Bradley Hilton is featured on The Fee-Only Network
FeeOnlyNetwork.com works for the greater good of the industry by amplifying the messages of the organizations that champion the fee-only advisor and fiduciary standard – The National Association of Personal Financial Advisors (NAPFA), XY Planning Network, Garrett Planning Network, Alliance of Comprehensive Planners. The only financial advisor who can truly provide unbiased and objective financial advice, financial planning and investment management is an independent financial advisor (Registered Investment Advisor) operating under a strict fee-only compensation model, as defined by the National Association of Personal Financial Advisors (NAPFA).
Bradley Hilton is featured on Wealthtender
Enjoy life more with less money stress. You deserve a trusted guide who can help you reach your money goals with a personalized plan. Where would you like to begin? Wealthtender offers tremendous resources to people looking to further their financial education or connect with a variety of qualified advisors. Wealthtender is dedicated to helping you find the best financial advisor for your individual needs, even if they live hundreds of miles away.