Working With Us

Becoming a Dyadic client starts with a genuine assessment of fit. Brad works with a limited number of Columbia-area professionals and families, and the first conversation is designed to determine that fit directly, not to close a sale.

If the fit is there, here is what happens next.

Audit 

Before we build anything, we take inventory. Our first work together is a complete review of where you are: current holdings, tax exposure, estate structure, income needs, and the decisions ahead of you. Whether you're approaching a business exit, a retirement date, or managing assets from a recent transition, the Audit is where we establish an accurate baseline before recommending anything.

Engineer.

From that foundation, we build a coordinated strategy: investment allocation, tax positioning, risk parameters, and account structure designed specifically for your situation. You'll have direct access through Account View and the LPL Financial app, so you're never left wondering where things stand.

Sustain

The work doesn't stop at implementation. We conduct regular reviews — annually or more frequently, depending on what your situation calls for — and we stay reachable when circumstances shift. Many of our Columbia clients come to us at an inflection point. We're built to stay alongside them through whatever comes next.

The work is done by Brad. Not delegated. Not handed off to a junior associate.

If you're ready to have a direct conversation about whether Dyadic is the right fit, I'd like to hear from you.
Schedule a conversation: https://oncehub.com/Brad-Blackburn