Bradley Sharp | Boston, MA Financial Advisor | Adviser Investments
Brad Sharp
Partner, Wealth Adviser
617.321.2200 Schedule a Meeting
617.321.2200

Brad Sharp

Partner, Wealth Adviser


Background Experience

Brad joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. Prior to working with Braver, he spent 12 years at Fidelity. As vice president and senior account executive in Fidelity’s private client group, he oversaw client relationships totaling more than $1.4 billion. Brad earned a B.A. in economics from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a member of the Financial Planning Association and an nine-time winner of the Boston magazine Five Star Wealth Manager award. He lives with his wife and two children in Waban, MA.

Awards

Five Star Wealth Manager (2012, 2013, 2015, 2017, 2018, 2019, 2020, 2021, 2022)

Certifications

CERTIFIED FINANCIAL PLANNER™

The Best Financial Advice I Ever Received

Save early and often.

Call: 617-321-2200
Address

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization

Brad's Latest Insights

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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