Bassett, Brosius, Foy & Associates
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
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