Find Top Financial Advisors in Wilmington, North Carolina

We stand out as financial advisors with a unique approach. Our team brings together CERTIFIED FINANCIAL PLANNERS®, CFA®, CPA®, a mechanical engineer, and an MBA holder each with decades of experience.

The combination of our diverse backgrounds, education, and extensive experience empowers us to think outside the box and challenge conventional wisdom in our approach.

We have a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

No one strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest.

A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market.

These core beliefs are:

1. We don't know where the market will go - and neither does anyone else.

2. Wherever the market goes, it will get there by trending.

3. Along the way, there will be outperformers and underperformers.

Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact- Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.

Brad, Carla, Alex and Tucker (puppies), live in Loris, SC and have been married for 25 years. He received his undergraduate degree from Clemson University and in 1995 attained a Series 6 and Series 63 Securities License as well as attended Trident University and The American College to obtain his insurance license and become certified by the LUTC in "Advanced Estate Planning". Brad has also graduated from Duke University's CFP (Certified Financial Planner) program and he has completed Harvard Business School's CORe program. The program focuses on Business Analytics, Economics for Managers, as well as Financial Accounting. Brad is currently enrolled in Harvard Business School,Onlines Many advisers are compensated by commissions. This could possibly influence the advice that is provided. Therefore, he also holds a Series 65 Securities License and is bound to a "Fiduciary" duty as opposed to a "Suitability" duty. This is a very important distinction.

Brad is currently enrolled in Harvard Business School Online's "Data Science" Certification Program.

Safer Solutions with Growth Opportunities for savings including IRAs as well as Non-qualified funds:

Social Security Reports

22 Years of Experience

Undergraduate Degree from Clemson University, Duke University CFP Certification, Harvard Business School (online) CORe (currently enrolled)

Retirement 401(k) Estate Planning Structured Notes Investment & Wealth Management IRA Planning