"Brad loves his career and his clients—as evidenced by the amount of time and effort he spends on each individual person he advises."

Brad Barclay is a professional, full-service retirement adviser with more than 18 years of experience in the financial services and retirement planning industry. Brad believes in making sure his clients have the maximum amount of tax savings and interest earnings working for them, in adhering to fiduciary standards, and in ensuring his clients have a minimum amount of taxes and interest working against them. He helps clients think through all aspects of their retirement and financial situation, including loans, tax minimization, income planning, and living and recreational expenses.

Putting clients’ needs first is Brad’s version of the Golden Rule: Do unto clients as you would want someone to do for you. As an adviser, he is constantly searching for the best accounts, the most qualified money managers, the most efficient strategies, and the best tools available to help clients achieve the most successful possible outcomes for their individual situations.

Brad loves his career and his clients—as evidenced by the amount of time and effort he spends on each individual person he advises. Brad earned his bachelor’s degree in Spanish and his minor in professional sales. He is a Series 65 Investment Adviser Representative and a Utah Mortgage Loan Officer, as well as an Ace Personal Fitness Trainer.

When he’s not in the office, Brad enjoys spending time with his wife, Jennifer, and with his kids, Breanna, Brandon, Tyler, Hannah, and Xander. He also loves boats, motorcycles, and being near the water, as well as entertaining at home or at the family’s cabin at Flaming Gorge