Helping our community do better is our biggest reward.
We believe our clients’ best interest comes first. We believe trust is earned by listening and then exceeding expectations. Our success is built on your success.
About us.
Vail Financial Advisors is committed to complete transparency and disclosure when it comes to our advice and services. Independently and locally owned, you’ll get a personalized one-on-one experience. You will feel confident your best interests are being served.
Our Core Values.
Passion.
Passion for doing the right thing
Creativity.
Creativity in finding the
best solution
Service.
Service to others and
the community
Meet the team.
Brad Singer, CFA
Owner
After 10 years as a trusted financial advisor for a large firm, Brad has expanded his practice to better serve his local, growing community of Vail, Arizona. Throughout his career, he has helped thousands of clients to set a solid course for retirement and achieve their goals. Brad has worked with some of the premier investment firms in the country such as Pacific Mutual, Merrill Lynch, and the past eight years with Edelman Financial Engines, the country’s largest Registered Investment Advisor. Now, he has launched his own firm to help those near retirement and those already retired to get the most from their retirement resources.
Family Life
Brad is happily married to his wife Terri of 35 plus years and shares their lives with their son Jeff and daughter Andi. Brad and Terri are avid animal rescuers and have recently welcomed a new feline companion, Ferris, to their home. In his free time, Brad enjoys golfing, hiking, RV camping, and watercolor painting.
How we succeed.
Personalized one-on-one service
Online dashboard to track progress any time, anywhere
Tailored retirement plans specific to you
User-friendly platform to make management easy
Complete transparency and disclosure
Vail Financial Advisors is a member of the Greater Vail Chamber
of Commerce
