People Before Portfolios: The Bradley Wealth Difference

Turning 60 is a milestone for many, but for Michael Bradley, it marks something more meaningful than age: a moment of reflection, transition, and intentional succession. As founder and CEO of Bradley Wealth, Bradley has spent the past few decades building a firm from the ground up: no inheritance, no acquisition, no shortcuts. Just grit, service, and a vision that puts people before portfolios.

Now, as he stands at the intersection of legacy and the future, Bradley is focusing on what comes next,  not just for himself, but for his clients, his team, and the business he spent a lifetime building.

Bradley Wealth, now managing over $300 million in assets, began with little more than a phone, a desk, and an unwavering belief in doing things differently. Every client who came aboard in those early days helped build a foundation rooted in trust, care, and long-term thinking. Those values haven’t changed, even as the firm has grown. What has changed is the scope: from a one-man advisory to a nationally respected firm with a strong leadership bench and a future designed with just as much intention as its past.

At 60, Bradley isn’t slowing down. But he’s also not clinging to control. Instead, he’s investing in the next generation of leaders, people like Brandon Scott and Alex Cohen, two trusted partners who are already shaping the firm’s next chapter.

Scott, a Nebraska native and lifelong market enthusiast, serves as Co-Chief Investment Officer and Portfolio Manager and brings a rare blend of sharp analysis and deep emotional intelligence to every strategy. Cohen, a former college athlete turned financial planning specialist, is now the Manager of Financial Planning and the architect behind the firm’s cutting-edge tools and systems. Both men have earned Bradley’s complete trust, not just because of their technical skills but because of their heart for clients.

“My goal now is to mentor them well, continue serving our clients with excellence, and ensure this firm keeps growing with purpose.”

It’s a mindset that’s shaped Bradley’s leadership from the beginning. His clients are not simply accounts; they’re people with dreams, worries, and legacies to protect. For Bradley, leadership has always meant showing up with calm, clarity, and care, especially in moments of market uncertainty or personal transition.

As he looks ahead, Bradley sees his role evolving into that of mentor and culture-keeper, ensuring the firm’s next era reflects the same values that have defined it all along.

Michael Bradley’s next chapter isn’t about stepping back; it’s about stepping up with purpose. As founder of Bradley Wealth, he’s focused on mentoring the next generation of leadership while keeping the firm’s human-first values at the core of everything it does.