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Bassett, Brosius, Foy & Associates

Financial planner in Wilmington, DE (show on map)

Brad began his career working at Bassett, Brosius, & Dawson Inc. in 1997 on a part-time basis while an undergraduate at the University of Delaware. After gradua

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About

Brad began his career working at Bassett, Brosius, & Dawson Inc. in 1997 on a part-time basis while an undergraduate at the University of Delaware. After graduating with dual Bachelor of Arts degrees in Economics and Criminal Justice, he joined the practice full-time in 1999.

Brad became a CERTIFIED FINANCIAL PLANNER® in 2001 and, as such, he follows a fiduciary standard of care on advisory accounts. He has also earned the designation of Investment Management Consultant, which provides advisors with advanced knowledge and concepts commensurate with many high-level institutional money management consultants. While building his own practice, Brad assumed the practice of original founder Art Brosius in 2006, having worked closely with Art for seven years. Brad also worked closely with Joe Bassett for the past 20 years and has assumed management of Joe’s practice, following Joe’s retirement September 2020. He was promoted to Vice President in 2007, to Executive Vice President in 2020, and

Services

Business Owners

Business Owners

Education Planning

Education Planning

Estate, Charitable Giving & Trust

Estate, Charitable Giving & Trust

Financial Planning

Financial Planning

Investment Strategies

Investment Strategies

Longevity Planning

Longevity Planning

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER

Contact Bassett, Brosius, Foy & Associates

Bassett, Brosius, Foy & Associates
Category
Financial planner
Wheelchair Accessible
Call (302) 999-9330

Location

Location of Bassett, Brosius, Foy & Associates, 1011 Centre Rd #110, Wilmington, DE 19805 · View on Google Maps

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(302) 999-9330

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