Wealth Planning

How to Raise Charitable Children

November 14, 2018

Bradley A. Weber
Bradley A. Weber

Director in Wealth Management, Partner

Brad has been providing investment and wealth advisory services to high net worth individuals and their families since 1998. He joined Aspiriant in 2010 as a result of the acquisition of Deloitte Investment Advisors. Brad is the team leader of the Minneapolis office and a principal in the firm. In addition, he serves on the Aspiriant Business Development Committee.

As an investment advisor, Brad has successfully implemented a process and systems-oriented investment plan and structure for individuals, families and family offices. He works closely with clients to deliver wealth management services focused on the implementation of an investment process and program that includes asset allocation, cash management, assistance in the selection of managers, and the monitoring of portfolio performance.

Prior to Aspiriant, Brad worked at Deloitte Investment Advisors and was Practice Leader for the Minneapolis office since 2005. His career began in 1997 at the accounting firm Arthur Andersen LLP.

Brad graduated from the University of Wisconsin in 1996 with a Bachelor of Business Administration in Accounting and Finance. Brad is a Certified Public Accountant (CPA) and has obtained his Series 63 and Series 65 certifications. He is a member of the AICPA and MNCPA. Brad also actively volunteers as a member of St. Philip the Deacon Lutheran Church.

Brad and his wife, Becky, live in Plymouth with their daughter Grace and son William. Brad enjoys spending time with his friends and family, and canoeing and fishing.

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