Who We Are
Brad Ledwith brings an uncommon passion and personal touch to his work as a LPL Financial Advisor. After years of working at a major investment firm, he founded Ledwith Financial Wealth Management in order to provide his clients with a higher level of service and personal attention. The firm remains independent, in order to sustain that high level of individualized service and response.
Brad also brings considerable depth of experience to his clients. In his 15 years as a LPL Financial Advisor, he has worked with people in a wide array of situations to help them meet their financial goals. He has a profound ability to listen and to understand each person’s unique situation. And he is a calm presence that can help clients navigate through the financial aspects of life’s ups and downs. In addition, Brad is a CERTIFIED FINANCIAL PLANNER™ PRACTITIONER™, a certification that represents over 500 hours of study and testing to attain.
Brad is active in the Morgan Hill community. He served on the Morgan Hill Chamber of Commerce Board for three years. He is an active member of Morgan Hill Rotary Club and was recognized as a Paul Harris Fellow by Rotary International for his contributions to the organization.
Brad and his wife Aimee have been married for 18 years, and they have four children, Ben, Nolan, Brooke and Hudson. Their love of travel has led them to visit destinations all over the world.
What sets Ledwith Financial Wealth Management apart?
We provide our clients with a high degree of personal attention and individualized services. We offer in-depth, values-based financial planning with the expertise of a CERTIFIED FINANCIAL PLANNER PRACTITIONER™ and we offer independent financial advice and services. We also give you the ability to consolidate and manage all of your financial records in one location, accessible 24/7 on-line. This empowers and greatly simplifies your financial life.
Values-Based Financial Planning
What's important about money to you? Your answer to that question forms the basis for creating a comprehensive financial plan that is especially designed to support your lifestyle, reflect your values, and help you meet your personal financial goals.
Your financial plan can incorporate wealth management, planning for retirement, investment strategies and risk assessment, portfolio diversification, and a range of other services.
We are backed by the full resources of LPL Financial (view video on LPL Financial).
Maribel Bodle-Sr Executive Admin
Maribel is a Morgan Hill native who graduated from Live Oak High in 1996. Maribel has worked for Wachovia Securities, Wells Fargo Advisors’, Edward Jones and is now joining Ledwith Financial. She has an extensive background in operations and administrative support from working in the financial industry since 2004. Maribel’s goal is to provide our clients with a first-class Nordstrom service, but with the efficiency of FedEx! She brings with her a positive attitude and a client-first mentality that will be an asset to the office. Maribel’s attention to details and quality of care ensures operations run smoothly from day to day. On her time off, she’s cruising the back-country roads in her Jeep, climbing the Hollister hills, and enjoying family time with her husband and two sons.