Bradley Bofford
Managing Director & Founding Partner, Financial Principles, LLC
About
Bradley H. Bofford, CLU®, ChFC®, CFP® is a Managing Director and Founding Partner of Financial Principles, LLC, a Hightower wealth management practice based in Fairfield, NJ with a Midtown Manhattan satellite office. He began his financial planning career in 1993 and has advised clients for more than 33 years on comprehensive financial planning, retirement planning and wealth management for business owners, executives, retirees and affluent families. Brad co-founded Financial Principles in 1998, led its 2018 partnership with Hightower, and has helped build a practice recognized in Barron’s Top 100 RIA Firms (2021–present). He has 32 consecutive years as a Qualifying Life Member of the Million Dollar Round Table and has served as an expert resource to outlets including Dow Jones, BusinessWeek and Financial Planning Magazine.
Bradley Bofford Bradley H. Bofford is the Managing Director and Founding Partner of Financial Principles, LLC, advising clients in comprehensive financial and retirement planning for 33+ years.
Bradley Bofford is Managing Director & Founding Partner, Financial Principles, LLC at Financial Principles, LLC (a Hightower practice).
At a Glance
AI-Estimated- Years of Experience
- 33+
- Founded Financial Principles, LLC
- 1998
- Partnership with Hightower
- 2018
- Million Dollar Round Table (consecutive years)
- 32
- Court of the Table qualifications
- 26
- Top of the Table qualifications
- 19
- Barron’s Top 100 RIA Firms
- 2021–present
Professional Experience
Managing Director & Founding Partner
Financial Principles, LLC (a Hightower practice)
1998 - Present
Co-founded Financial Principles in 1998 and serves as Managing Director and Founding Partner. Advises business owners, executives, retirees and affluent families on comprehensive financial planning, retirement planning and wealth management. Led the firm's partnership with Hightower in 2018 and contributed to the firm's recognition in Barron’s Top 100 RIA Firms (2021–present).
Financial Planner / Advisor (early career)
Independent / various firms
1993 - 1998
Began career in financial planning in 1993, providing advisory services and building foundational client relationships that led to the founding of Financial Principles, LLC.
Adjunct Professor
Fairleigh Dickinson University
N/A - Present
Served previously as an adjunct professor, teaching and mentoring students in topics related to finance and financial planning (dates not provided).
President
Northern New Jersey Alumni Club, University of Delaware
1995 - 2013
Served as President of the Northern New Jersey Alumni Club from 1995–2013, leading alumni engagement and regional alumni initiatives.
Member, Wealth Management Advisory Committee
University of Delaware Lerner Business School
N/A - Present
Active member of the Wealth Management Advisory Committee supporting curriculum, student engagement and industry connections (dates not provided).
Executive Board Member
University of Delaware Alumni Association
N/A - Present
Serves on the Executive Board of the University of Delaware Alumni Association, participating in alumni governance and outreach (dates not provided).
Education
Bachelor of Arts, International Relations
University of Delaware
1993
Publications & Media
Expert source / media contribution
Dow Jones
Expert source / media contribution
BusinessWeek
Expert source / media contribution
Investment News
Expert source / media contribution
Financial Planning Magazine
Expert source / media contribution
Research Magazine
Expert source / media contribution
New Jersey Business News
Knowledge Base
Achievements & Awards
Million Dollar Round Table — Qualifying Life Member (32 consecutive years)
Recognized as a Qualifying Life Member of the Million Dollar Round Table for 32 consecutive years; extensive record of MDRT distinctions.
Court of the Table qualifications
Achieved 26 Court of the Table qualifications as part of MDRT recognition.
Top of the Table qualifications
Achieved 19 Top of the Table qualifications as part of MDRT recognition.
Barron’s Top 100 RIA Firms (Financial Principles, LLC)
2021–present
Financial Principles recognized in Barron’s Top 100 Registered Investment Advisor firms from 2021 to present.
Industry recognitions (AdvisorHub & Forbes)
Named a nationally recognized 'Advisors to Watch' by AdvisorHub (2023, 2024) and listed in Forbes 'Best In State Wealth Advisors' (2025, 2026).