Brady Jardine
CFP®
EP Wealth Advisors
Senior Vice President/Partner
Brady Jardine
CFP®
EP Wealth Advisors
Senior Vice President/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brady Jardine, CFP®
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Brady Jardine is a Logan, UT fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brady Jardine is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Brady Jardine graduated Cum Laude from Utah State University with Bachelor of Science degrees in Finance and Economics. While attending Utah State, he was a member of the USU basketball team and was named to the Western Academic All-American Team. He entered the financial planning industry directly out of college. After a couple of years in the business, Brady knew that he wanted to build his practice based on giving truly independent and holistic advice to his clients. He is proud of the way EP Wealth Advisors works to provide planning and investment practices that are catered to their specific client’s needs. He grew up in Twin Falls, Idaho and his wife Jenna grew up in Orem, Utah. They are the proud parents of two daughters, Grey and Tess and a son, Callahan. Brady and Jenna are often asked to share their experiences with sports and life to the surrounding youth groups. In their free time, they enjoy outdoor activities, being involved in the community and spending time with their families.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brady Jardine is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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EP Wealth Advisors - Awards & Recognitions
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Free Webinars, Guides & Checklists from EP Wealth Advisors
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Brady Jardine is Mentioned in Financial Advisor Magazine: "EP Wealth Expands In Utah With Acquisition Of $1B Insight Group"
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Brady Jardine is Mentioned on Yahoo Finance: "EP Wealth Advisors Acquires The Insight Group and Financial Insight Center"
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Brady Jardine Disusses "The Covid19 Financial Outlook for Cache Valley Businesses" on The Valley Channel
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Brady Jardine is a Featured on News Direct: "Cache Valley Businesses Come Together to Host Valley-Wide Independence Day Fireworks Show"
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Brady Jardine is Featured on Nasdaq.com: "Cache Valley Businesses Come Together to Host Valley-Wide Independence Day Fireworks Show"
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Brady Jardine is Featured on Insurance News Net: "12 Seminars Explain Family, Will and Estate Planning for Those Who Remain"
Contact Brady Jardine
Office Locations:
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632 N. Main
Suite 3B
Logan, UT 84321
