I’m Bradley Hilton
CFP®, TPCP®, MBA, Master Personal Financial Planning
(He/Him)
I’ve been helping people like you make smart and fulfilling money decisions for almost twenty years.
Thanks for stopping by.
My goal is to help you be organized, accountable, educated, and comfortable with your finances so you can focus on the things that matter most to you.
I am proud to be a flat fee-only advisor whose values and advice are aligned with doing what is in your best interest under the fiduciary standard. I have worked with people at every point in their financial lives to help them achieve their financial goals.
Professional Certifications:
Memberships/Affiliations:
Education:
MBA in Personal Financial Planning, Georgia State University
Bachelor of Science in Business Administration & Information Systems, University of North Carolina at Wilmington
Experience:
20 YEARS OF EXPERIENCE
Senior Financial Advisor, Modera Wealth Management 2017 - 2022
Vice President, Wealth Planner, Wells Fargo Private Bank 2015 – 2017
Assistant Vice President, Wealth Strategies Analyst, U.S. Trust/Bank of America Private Wealth Management 2013-2015
Financial Analyst, The Ayco Company (part of Goldman Sachs) 2010 - 2013
CFP® professionals have completed education requirements covering all aspects of financial planning, passed an extensive two-day exam, have at least three years of experience, and must adhere to the CFP® Board's strict code of ethics. Furthermore, CFP® professionals are required to meet continuing education requirements of no less than 30 hours every two years to maintain their certification.
TPCP® professionals are educated by The American College of Financial Services, an accredited institution with nearly 100 years of experience in educating advisors dedicated to helping clients like you and benefiting society. It’s the best and brightest of financial services working to help you achieve your goals. Yet while there are over 300,000 financial advisors in this country, less than 1% have the extensive, specialized knowledge necessary to help you develop a tax-savvy financial plan.
“Be curious, not judgmental.”
— Walt Whitman
(and Ted Lasso)
Fun Facts about Bradley
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Born & Raised
Born: Cincinnati, OH
Raised: Greenville, NC
Living My Best Life: Atlanta, GA
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Favorite Beer
Scofflaw Basement IPA
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Happy Place
Being on the Nantahala River
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Bradley’s Interests
Spending time with Family & Friends
Singing with my daughter (she is a great singer… I am not)
Playing board games with extended family
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Favorite Team
Proud supporter of the Atlanta United Football Club
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Favorite Music
Rock, Country, Orchestra, Rap… yes, please… love it all
Admitted bluegrass fan – currently learning to play the Banjo
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Tax Planning Certified Professional® (TPCP®)
According to multiple studies, tax planning is among the top services clients want, yet also one of the top knowledge gaps for financial professionals. The Tax Planning Certified Professional® (TPCP®) focuses exclusively on analyzing a client’s holistic financial situation to help achieve their goals while reducing their tax liability.
Managing your tax situation is a complicated task to tackle. Throw in additional factors such as changing laws and regulations — not to mention needing to understand your personal financial situation — and tax planning can become a very difficult process.
Yet while there are over 300,000 financial advisors in this country, less than 1% have the extensive, specialized knowledge necessary to help you develop a tax-savvy financial plan.
Networks & Professional Affiliations
NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
We believe that everyone deserves access to honest, transparent financial advice that prioritizes their best interests. Our mission is to make it easier for consumers to connect with financial advisors who offer clear, upfront pricing—so you can confidently take control of your financial future.
The only financial advisor who can truly provide unbiased and objective financial advice, financial planning and investment management is an independent financial advisor (Registered Investment Advisor) operating under a strict fee-only compensation model, as defined by the National Association of Personal Financial Advisors (NAPFA).
FeeOnlyNetwork.com works for the greater good of the industry by amplifying the messages of the organizations that champion the fee-only advisor and fiduciary standard – The National Association of Personal Financial Advisors (NAPFA), XY Planning Network, Garrett Planning Network, and Alliance of Comprehensive Planners.
Working with a fee-only financial advisor means receiving advice that is truly in your best interest—free from commissions, product sales, or hidden incentives.
Unlike advisors who earn money by selling investments or insurance, fee-only advisors are compensated solely by you, the client. This model eliminates conflicts of interest, promotes transparency, and aligns your advisor’s success with your own. Financial guidance is built on tr
Fee-only advisors, vetted by fee only advisors.
