Brad Harvey, JD, CFP^®,CIMA^® | Founder, President, and CEO

Before founding his private wealth management practice, Brad worked as a wealth advisor for over 20 years with large financial firms. He grew disenchanted as they began fighting against creating legal standards placing client interests about their bottom line. He strongly believes in financial transparency and serves as his clients’ fiduciary. In 2020, the Colorado Springs Style magazine named him one of the “Colorado Springs Top Financial Advisors.”

To help demystify the complexities of managing wealth, Brad created an educational blog and video series. He supports women becoming empowered to manage their finances through his “Financially Educated Women’s” seminars.  

He and his team serve the complex needs of affluent individuals and their families and have a personalized approach to planning, treating each client individually. He creates and implements wealth preservation and management strategies to help clients prepare for and maintain their retirement lifestyle.

In addition to his law degree from the University of Kansas, Brad holds the CERTIFIED FINANCIAL PLANNER^® and Certified Investment Management Analyst^® (CIMA^®) designations. Brad’s responsibilities include individual and corporate retirement planning strategies, asset management, lending liability management, and developing wealth management strategies.

Brad enjoys golfing, pickleball, traveling, watching sports (especially Kansas Jayhawks’ men’s basketball), and many other activities with friends and family in his spare time. He volunteers for several initiatives, including a neighborhood HOA Board, the Colorado Thirty Group, and as a guest lecturer for the College of Business at the University of Colorado at Colorado Springs.

Brad.Harvey@RIAgroups.com
(719) 960-0968