Bradley Combs (CFP®, CPA®)

Bradley Combs focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Brad specializes in helping retired clients optimize their cash flow and appropriate resources when in the distribution phase of their life.  This gives clients peace of mind that they know they can enjoy their retirement without worrying about how they will access cash for their retiremement goals. He also helps clients determine which savings vehicles are the most appropriate when people are still in the accumulation portion of their career.  

Additionally, Brad helps clients maximize charitable giving strategies in any given year based on their circumstances and expectations for income in the future.   He enjoys identifying opportunities and educating his clients so that they understand their options and what makes the most sense for them.

To learn more about how Acropolis helps people like yourself reach their goals, please call or email us today at (636) 449-4900 or bc@acrinv.com.

 

Additional Information

Brad works with clients on providing proactive customized financial planning that meets their specific needs. He helps clients achieve their financial goals with as little stress as possible, while along the way creating a long term relationship. Brad believes a personal connection is important in the advisor-client relationship and genuinely wants to help clients build a successful and rewarding plan.

Brad is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional and received a B.S. in Accounting from Rockhurst University.  Brad is a native of St. Louis and resides in Ballwin with his wife Emily and their three children.

NAPFA Start Date

June 01, 2015

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This Office

14567 N Outer 40 Rd Ste 200 Chesterfield, MO 63017-5771 Phone: (888) 882-0072