Brad Paul, AAMS^®, CMFC^®, CPFA^®

Brad is a seasoned Financial Advisor. For over 25 years he has helped many people and business owners with a broad array of financial matters. His experience gives him the insight to help his clients make well-informed financial decisions. Brad believes a well thought out financial plan is the foundation for long-term financial confidence.

Brad holds the Accredited Asset Management Specialist (AAMS®), the Chartered Mutual Fund Counselor (CMFC®), the Certified Plan Fiduciary Advisor (CPFA®) designation and currently holds his Series 6, 7, 63 and 65 registrations through LPL Financial. He is also licensed to offer annuities, life, long-term care, and disability insurance. Click here for a full list of services.

Brad has earned many awards for his work as a financial advisor. Most recently he was recognized in Advisor Hub's "100 Advisors to Watch in 2025*."  In 2024 he was recognized in LPL Financial's "Summit Club for 2024." This distinction celebrates a select group of advisors who have achieved excellence in financial guidance. This status recognizes Brad in the top 2% of the more than 22,000 LPL advisors across the nation! The qualification rewards Brad, and our team, with a dedicated service team from LPL.

Brad graduated from Shippensburg University in 1998 and obtained his Bachelor of Science in Business Administration in Finance with a minor in Economics. Brad started his career as a Financial Advisor right out of school. With a strong work ethic and dedication to clients, he grew his practice quickly and was promoted to District Manager of the Mechanicsburg branch. After that Brad went back to focusing on his own practice. Over the next 20 years, he built a dedicated list of clients who count on him for his financial knowledge and experience. In 2017, he helped start Willowbranch Financial Group and is now the Managing Partner and Financial Advisor.

In his personal life, Brad enjoys spending time with family and being active. Amber is Brad’s wife and they have three children, Derek, Gavin and Hayden. Most of their weekends are full with volleyball tournaments,  school events, and working in their garden. Brad is an avid volleyball player, has coached at Yorktown Volleyball Club and Cap City Volleyball Club, and is the President of the Cumberland Valley High School Boys Volleyball Booster Club. They also have two dogs and three cats, Dusty, Thor, Elvin, Happy and Thumper. 

Brad volunteers with Special Olympics, Caitlin’s Smiles, and has coached many of his kid’s sports teams. He supports a host of other charities through donations and sponsorships.

*The AdvisorHub 100 Solo Advisors to watch recognizes top independent, hybrid, and brokerage professionals based on scale of the business, including assets under management, profitability, average account size, and the ratio of team members to client households, growth of the business, as measured by year-over-year increases in client households, assets, and profits and professionalism, which evaluates an advisor’s regulatory record, certifications, years of service, and community involvement.