Our Team

What are the benefits of working with Ledwith Financial Management?

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 can help empower 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 manage 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).

Our Team

Brad Ledwith

408-778-3000

brad@ledwithfinancial.com

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...

Maribel Bodle

Sr. Exec Administrator/Office Manager

Maribel is a Morgan Hill native who graduated from Live Oak High School. Maribel has worked for Wachovia Securities, Wells Fargo Advisors’, Edward Jones. She has an extensive background in...

Cady McCarty

Administrative Assistant

Cady McCarty is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions.Cady has many years of experience in financial services. Prior to...

READY TO CONTACT US?

Name

Email

Address

Phone

Question

Thank you!

Oops!