Dream. Plan. Enjoy.

We provide independent advice based on established research methods, and our experts have in-depth sector knowledge.

We help clients find ways to turn everyday information into actionable insights by embedding economics across their organization’s strategy, operations, and systems.

Asset Management

We seek to ensure your investments are properly diversified with a sensible asset management strategy.

Retirement Planning

We help you set your retirement goals and planning for personal and business.

Comprehensive Financial Planning

We employ comprehensive and integrated advice in order to process and prioritize goals.

Investment Planning

We help you assess your strategy, explore new options, and recommend timely adjustments.

Our Services

As your independent financial advisor, we are able to offer unbiased advice, seasoned guidance, and impeccable service. 

After all, it’s your money, you shouldn’t settle for less!

Read More About Our Full Range of Service Offerings

About Bradford Wealth

In today’s dynamic financial world, we have found that a team approach is an effective method to help clients, possessing a wide variety of needs, as they maneuver through a complex financial system.

We work with each client’s legal, accounting, and administrative teams to build investment and financial platforms which reduce taxation, provide financial services as well as education for employees to help them plan for retirement.

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Why Choose Us?


We have over 20 years experience providing expert financial advice.


A young, enthusiastic team of advisors are always here to help.


Our financial specialists ensure you get the optimum results.

Get in touch

We can provide you with the economic data so you can make better decisions about your business.

Send us a message

    Your Name

    Email Address

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    Contact Information

    Main Office:

    100 Pavilion Way, Suite E3
    Southern Pines, NC 28387


    Mailing Address:

    PO Box 4180
    Pinehurst, NC 28374

    Speak to us

    Would you like to chat to one of our team over the phone? You can also email us if you would prefer. Note: Your details are kept strictly confidential as per our Privacy Policy.

    For Businesses

    Call us 9am-4pm Monday through Friday at 910-420-2860. We would be delighted to have one of our experts explain the benefits of utilizing our services.