Broker Check
Brad Dickman, CFP®, ChFC®, RICP®

Brad Dickman, CFP®, ChFC®, RICP®

Managing Partner

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™ professional, 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, I love spending time with my beautiful wife, Sarah and our two amazing boys, Avery and Kaiden (let's not forget our dog Joey too!). I truly take most pride in being the best dad and husband I can be! When I have a moment to myself, I enjoy a round of golf, being on the tennis courts or following one of my favorite sports teams.