Six services. One point of contact. No hand-offs.

Every service below runs through the same relationship: you and Brad, working the Audit, Engineer, Sustain process together. Nothing is routed to a team you have never met.

Schedule a Confidential Audit Brad Blackburn, CFP®, ChFC®

Where we focus

Retirement and business decisions tend to carry the most weight, so we lead with those. The rest are coordinated alongside them, not sold separately.

Retirement planning

Coordinating income sources, timing, and tax exposure as you move from earning to drawing down.

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Business planning

Coordinating your personal and business finances through the decisions ahead, including a future sale or transition.

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Distribution planning

Sequencing withdrawals to manage the tax impact of every dollar you take out.

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Estate conservation

Structuring how assets transfer, with South Carolina tax rules in view.

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Endowment management

Disciplined, documented oversight for family or organizational funds.

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Risk management

Reviewing coverage gaps across life insurance, disability, and liability exposure.

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If you're here because something changed

These four situations bring people to us most often. If one fits, start there.

Receiving an inheritance What to do first when an inheritance arrives Loss of a spouse Managing alone: the first financial steps Sale of a business Planning before your business sale, not after Approaching retirement What changes the year before you retire

how we work together

What happens when you reach out

Three steps get you from a first email to a working plan.

step one

Audit

A 30 minute conversationl: where you are, what you're deciding. No obligation, no sales pitch. From there, a complete, unvarnished review of your assets, tax exposure, and lifestyle requirements.

step two

Engineer

We build the strategic blueprint and walk through it with you before anything changes.

step three

Sustain

We monitor and adjust the plan as markets and life change, for as long as we work together..

A structured fee, confirmed before you commit

Your rate steps down as the assets we manage together grow — from 1.50% on the first tier to 0.50% above $5 million.

$250,000 – $499,999 1.50%

$500,000 – $999,999 1.10%

$1,000,000 – $4,999,999 0.65%

Over $5,000,000 0.50%

before you reach out

One advisor. Full access. No hand-offs.

Brad Blackburn, CFP®, ChFC®

You work with Brad directlyEvery meeting, every review, every decision. Not a team you have never met.

A fiduciary in advisory relationshipsWe serve as a fiduciary in advisory relationships, which means your interest sets the agenda.

Independent, through LPL FinancialNo proprietary products to sell and no quotas to meet.

Not sure we're the right fit?

If we are not the right match for your situation, we will help connect you with someone who is. That is the standard we hold ourselves to, not just a line in a disclaimer.

Ready to start with the Audit?

Schedule a Confidential Audit

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Dyadic Financial Management, LLC is a separate entity from LPL Financial.