Brad Dickman

Brad Dickman

Managing Partner CFP®, ChFC®, RICP®

Welcome! 

With over 15 years of experience in the financial industry, I pride myself on my values, ethics and principles. I believe in creating long-term relationships and always placing my clients' interests first. I take pride in helping my clients understand the opportunities and potential rewards that are available when taking a proactive approach to each individual’s financial situation. It’s important to me that my clients gain a better understanding of the financial concepts behind investing, insurance, retirement, estate planning strategies, and wealth preservation. 

When working with clients, I take an educational approach that is easy to understand and is solely focused on their financial success. After thoroughly reviewing their needs and goals, it is at that point we can begin to determine which financial strategies best fit their situation. The end result is a financial roadmap that consists of small, manageable steps that will guide them through the various phases of financial planning and their career.

I believe in the following values:

Education  -  I believe that education is the single most important factor for myself and my clients. The rules, regulations, and strategies for the investment and insurance industry are constantly changing, so I work hard to have the most up to date information for my clients. I feel that it is equally important for me to be able to convey that information to my clients, so we can achieve both long-term and short-term financial goals. I hold the following licenses and certifications: 

  • B.S. in Business Administration from The Ohio State University, Fisher College of Business.
  • FINRA Securities Registration: Series 7, Series 66
  • Ohio Life, Health and Variable Products License
  • CERTIFIED FINANCIAL PLANNER™, CFP®
  • Chartered Financial Consultant®, ChFC®
  • Retirement Income Certified Professional®, RICP®
     

Personal Approach  -  I believe that every situation is unique. After meeting with clients, I develop strategies that are custom made to help them achieve their goals. 

Holistic Approach -  I believe the best way to be a true planner is to take a holistic and not a transactional approach. Many clients come in with multiple accounts and insurance policies that they have gathered over the years. Although they may have been appropriate when they started the accounts years ago, I want to make sure everything is still relevant to their current and not past goals.  

Phenomenal Customer Service - I want my clients to know we are always there for them.  My team, headed by Lindsay Sims, (who is fantastic by the way!!), will go above and beyond for every question or request promptly and efficiently.  At the end of the day, we want our clients to be deliriously happy and know that they are in good hands. 
 

Overall, I hope to create small, manageable steps to help my clients attain their goals, so that by planning for tomorrow will help them live more freely today.

 

On a personal note, it has been a huge goal of mine to incorporate much more time in my busy schedule to spend with my family. When I’m not working, you will find me having and appreciating many more date nights with my wife, Sarah, and playing and enjoying every minute with my boys, Avery & Kaiden. I truly take most pride in being the best dad and husband I can be! You will also find me on the golf course, relaxing in my backyard, taking in a sporting event, and traveling to NW, OH visiting the rest of my family. 

"I believe that education is the single most important factor for myself and my clients.  It's vital that my clients have the most up-to-date information available, so we can work toward achieving both long-term and short-term financial goals."      

 

CFP® and CERTFIFED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Stonebridge Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.


Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Stonebridge Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 614.427.1428
Fax 614.427.1402
Mobile Phone 614.499.6744
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