Bradley M. Steinman - Waverly Advisors

Partner, Wealth Advisor

J.D., CFP®

Bradley Steinman, JD, CFP®, is a Partner and Wealth Advisor at Waverly Advisors, where he helps individuals and families navigate investment management, tax strategy, and estate planning. He joined Waverly Advisors in 2024 following its acquisition of StrategIQ Financial Group, continuing a family legacy that began with Personal Financial Planning, Inc., where he practiced alongside his father.

Bradley brings a distinctive perspective shaped by his prior career as an attorney. Licensed in Oregon (2013), Texas (2020), and Illinois (2021), he has served as lead counsel in jury trials, argued numerous motions, and handled complex appellate and transactional matters. This legal foundation informs his approach to sophisticated financial decisions, risk management, and generational planning.

In 2019, Bradley expanded into wealth management, earning his Series 65 while actively practicing law. As a CFP® professional, he combines legal insight with financial planning knowledge to help clients manage the intersection of investments, taxes, and estate structures with clarity and confidence.

He is passionate about building long-term relationships and helping clients achieve financial well-being across generations.

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Bachelor of Science in Business
Kelley School of Business, Indiana University
Juris Doctor
Lewis and Clark Law School

Professional Affiliations

Illinois State Bar
Oregon State Bar
Texas State Bar
Financial Planning Association of IL
American Association of Notaries

Ask Me About

Generational Wealth Planning
Investment Management
Estate Review
Tax Planning