Bradley Barrie, CFP®, ChFC®, is a co-founder of Dynamic Wealth Group, LLC, and serves as its managing director and chief investment officer, overseeing portfolio creation and management of the firm’s Multi-Dimensional Asset Allocation models.
Brad has 25-plus years of investment management experience. In 2017, he founded Dynamic Alpha Group, Inc. (DAG), the precursor to the firm, to help financial advisors with investment portfolio creation and management. DAG. has helped advise financial advisory firms with assets over $1 billion.
Prior to this, Brad served as a financial advisor, training manager, and compliance officer with Ameriprise Financial from 1998 to 2017. He is currently holding designations such as CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®1.
Brad is also active in philanthropy. In 2017, he received the Philanthropist of the Year award from the Amita Health Foundation. In 2020, Brad created The Alliance Foundation (www.alliancecharity.org), a public 501(c)(3) whose aim is to help people build a path to prosperity through programs focused on food, shelter, and emotional support. Today, he serves on several non-profit boards.
Brad earned a Bachelor of Science in Mathematics and Economics from Rockford University.
Outside work, Brad enjoys staying active with long walks alongside his loyal dog, Bimmer. He also feeds his curiosity through diverse podcasts, blending personal enrichment with relaxation. This balanced approach to life echoes his commitment to ensuring the prosperity of his clients.
1 Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirments.
