Brad Brisan


Wealth Advisor

1210 Broadcasting Road, Suite 101
Wyomissing, PA 19610

Brad Brisan
Brad Brisan

Professional Certifications


About Brad

Brad knew from an early age that the financial world was his passion. At the age of 12, he collected earnings from his summer job to purchase his first stock. Today, as a wealth advisor, he enjoys helping clients in all stages of life gain what money can’t buy: peace of mind. He develops holistic retirement plans, builds tax-efficient portfolios to minimize income tax and implements various planning techniques for clients – including Roth conversion analysis, Social Security planning, minimizing income taxes over a client’s lifetime and assessing insurance needs. The most rewarding part of his job is putting clients’ best interests first and knowing that his work gives clients the freedom to do the things that bring them the most enjoyment from life.

A graduate of Elizabethtown College, Brad holds a Bachelor of Science with a double major in finance and entrepreneurship. He was the 2009 recipient of the Wall Street Journal Award and was featured in the Wall Street Journal’s “Best in Class” section for academic excellence in finance. He also was nationally recognized in Advisor Hub’s 2023 Advisors to Watch Rankings where he was named No. 2 in the “100 Solo Advisors to Watch” category based on his scope, growth and professionalism. Brad obtained his certificate in financial planning at the University of Georgia and holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

Outside of Buckingham, Brad was the founder and owner of Educate PA, a subscription-based online job database company. With his entrepreneurial background, Brad started the company in 2013, which was then acquired by another firm in 2023.

Brad and his wife, Ashley, live in Wyomissing, Pennsylvania and have two sons, Jackson and Cameron. Away from the office, he enjoys spending time with friends and family, watching sports and being involved in his two sons’ activities.