Brad Barger is a seasoned financial professional with two decades of experience providing investment and financial planning services to families and closely held businesses. He holds credentials including Certified Financial Planner™, Chartered Financial Consultant®, and Certified Exit Planning Advisor, reflecting his dedication to fiduciary standards and advanced planning.
Brad earned his B.B.A. in Economics from the University of Georgia and specializes in retirement, wealth transfer, and business succession strategies. He lives in Milton, Georgia with his wife, Ashley, and their two children.
