Bradley S. Hilton CFP®, MBA
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Bradley’s role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working toward their financial and investment goals.

Professional Designations



Georgia State University, M.B.A.

University of North Carolina at Wilmington, B.S., Business Administration

Read more about Bradley

What do you value most in your client relationships?

Where to start? I love to hear about people’s pasts, what’s important to them, and where they’re headed. Everyone’s path is unique, and I can garner wisdom from each and every one of my clients and colleagues.

What sparked your interest in financial planning? What fuels you every day in your work?

Planning for the future is SO important. Businesses establish plans so they can see how they are doing in the short-term and long-term. Individuals and families need this as well…possibly even more so! It is crucial because making small changes today can pay off in big ways later. My interest in financial planning was sparked by my desire to help the people I care about to achieve financial freedom and security. Personal finances and investments can be a major point of stress and anxiety, but they don’t need to be. That’s where we come in!

What do you enjoy most about working at Modera?

Strong collaboration really allows us all to do our best – whether it’s working with my colleagues at Modera or with any of our great partners with specialties outside the firm. My job is to bring it all together for clients to ensure they get valuable advice to help them accomplish what’s important to them.

When you retire you’re going to…?

Who wants to retire when you’re having this much fun doing what you love?

Bradley’s Insights

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The Silver Lining: Opportunities and Planning Ideas During a Market Downturn

During periods of high market volatility, short-term negative impact to your investment portfolio can be unnerving, but there are also some planning opportunities that could allow you to take advantage of the situation and do not require you to make significant sacrifices in your investment portfolio. Here are some Silver Lining/planning strategies to consider.

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