Broker Check

What's In A Number?

Those who know what they have fare better than those who don't. Let's talk.

Learn More

Relationship Ambassadors

Do you have a plan to go from here to there? Let's talk.

Learn More

I was very uninformed when I started my 401k journey late in life. Brad has been a treasure trove of advice and wisdom in what to do to try to get on track for retirement. I appreciate his quick response to texts and phone calls and the way that he treats me like a friend, and not a just a client.


Nathan B.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More

Achieving Goals Together

The first question that usually comes up is, "How do you pronounce that company name?" It's simple. Dy-ad-ic (dictionary version: Di-'a-dik). Dyadic is essentially a synonym for twins. The founder of Dyadic Financial Management has a very special relationship with a particular set of twins that are featured throughout this website.

Learn more about Brad

Throughout the website you will find a wealth of information in the form of newsletter articles, calculators, and research reports. You can also see any upcoming seminars that we have planned.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Start by finding out your personal risk number.

Book an appointment

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.
Learn More
Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn More
Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
Learn More

Have a Question?

Thank you!
Oops!