Bradley M. Steinman, JD, CFP®

Bradley M. Steinman, JD, CFP®

Bradley joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC.  He serves as a Wealth Advisor at Waverly.  After passing the bar exam, Bradley became licensed to practice law in Oregon in 2013. Thereafter, he became licensed to practice law in Texas in 2020 and Illinois in 2021. He is also an experienced tax preparer and a notary public. Bradley has served as lead counsel in over a dozen jury trials, has argued countless motions before judges, and he has worked carefully on complex appellate litigation. Outside of his practice of law in the courtroom, Bradley has years of experience as a lawyer on the transactional side, and is experienced in advising individuals and businesses through complex legal situations.

While prepping for jury trials in 2019, Bradley studied for and passed the Series 65 Investment Adviser exam so he could begin working alongside his father Marc in the family business – Personal Financial Planning, Inc. He was pleased to help facilitate the merger of Personal Financial Planning, Inc. with StrategIQ Financial Group, LLC.

Bradley loves the intersection of investment management, tax planning and estate planning. He also loves getting to know his clients and helping them experience financial well-being.


  • 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