You’ve Worked Hard to Build Wealth. Now Make Sure It's Protected.

J Bradin Financial, LLC is a state-registered investment advisor serving Raleigh, NC, and the surrounding areas. We specialize in estate planning, financial planning, and asset management for families and business owners who want clarity, security, and confidence in their financial future.

Our mission is simple: protect what you’ve built and help it grow. We design innovative financial strategies that make it easier to pass on wealth, reduce taxes, and invest with confidence — all while building lasting relationships based on trust and transparency.

While we are not attorneys and do not provide legal advice, we partner with North Carolina Bar–admitted attorneys to ensure your estate planning documents meet state legal requirements and integrate seamlessly with your financial strategy.

As a fiduciary financial advisor, we act as the quarterback between your financial plan and your estate plan — making sure they work together seamlessly. This coordination helps prevent costly mistakes, ensures your wishes are carried out, and keeps your plan current as life changes.

We create custom-tailored investment and estate strategies to meet both short- and long-term goals, with full transparency through separately managed accounts. As fiduciaries, we are legally bound to put your best interests first.

📅 Ready to take the first step?

Join our FREE Estate Planning Workshop and learn how to protect your wealth, avoid costly mistakes, and create a lasting legacy.