John Bradley, CIMA®,CPWA®

Within his role as both a financial advisor and managing director, John works with individuals and families, mostly in Ohio and Florida, to help them build and preserve their wealth. He fosters a mantra "If you help enough people in life, you'll find that they will help you". Meeting new people and becoming part of their team to help meet their life and aspirational goals is something that John truly loves about his career. Having nearly four decades of experience in the financial markets, John has served clients through three recessions and countless corrections. He has a strong foundation of experience in assessing the markets to provide clarity in headlines and adjusting individual financial plans to meet your evolving goals. Whether you aspire to educate your children and grandchildren, plan your dream retirement, transition wealth to those you love or otherwise, he welcomes the opportunity to discuss how to achieve this together.  For successful families, being a partner to help understand and mitigate the impact of taxes provide a meaningful and lasting value.

John is a graduate of the University of Dayton where he earned a bachelor’s degree in Finance. Being a lifelong learner, he went on to complete graduate coursework at Vanderbilt University, the Wharton School at the University of Pennsylvania and earned the prestigious CIMA® designation with the Haas Business School at UC Berkeley. In 2023 he earned the Certified Private Wealth Advisor designation completing coursework at the University of Chicago's Booth School of Business. John has been recognized by Forbes for one of the Best-In-State Wealth Advisors in Ohio.

He and his wife, Susan, belong to the Incarnation Parish with their three active daughters; Grace, Lily and Hope. Being an outdoor enthusiast, John is an avid golfer, boater and enjoys fishing. He is also on the Board of Trustees for Archbishop Alter High School and has volunteered with a number of educational not-for-profits.

Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst and “CPWA”, and “Certified Private Wealth Advisor”. Use of CIMA, CPWA, and/or Certified Investment Management Analyst, and/or Certified Private Wealth Advisor, signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

John Bradley received the Forbes Best-in-State Financial Advisor recognition in 2026, 2025, 2024, 2023, 2022, and 2021.

Rankings based on data as of June 30th of the previous years, and recognition announcements published in April of the following years.

The third party was Forbes. Compensation was not applicable for this award.

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