Brad Cougill (CFP®)
Brad Cougill focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Brad has been a shareholder of Deerfield since 2000, and has played an integral role in developing the firm into one of the leading fee-only financial advisory firms in the Midwest. In addition to working directly with clients, Brad provides leadership and strategic direction to the firm by serving as the firm’s Chief Investment Officer and Chairman of the Board of Directors.
Over the past two decades Brad has focused his career on advising high net worth individuals and families wanting to adopt a comprehensive approach to managing and coordinating their financial and investment affairs. His background and experience enable him to design objective financial strategies that are customized to each client’s particular circumstances. And more importantly is Brad's unique ability to communicate these sophisticated concepts in a thoughtful, concise, and easily understood manner.
Brad is a contributing author to Tips from the Top-Targeted Advice from America’s Top Money Minds, and has been quoted in numerous publications including The Wall Street Journal, Investment News, Indianapolis Business Journal, and Fox 59 News. In addition, Brad is an active National Association of Personal Financial Advisors (NAPFA)-Registered Financial Advisor, where he currently serves on the Financial Plan Review Committee. He has also participated in various membership standards related task forces, and conducted Basic Training for new members. Locally, Brad has invested his time with the Central Indiana Community Foundation (CICF) previously serving on the Professional Advisors Leadership Council (PALC) and currently staying connected through the Cornerstone Council.
Additional Information
You’ve worked hard, accumulated assets, and now you are looking for professional financial advice to help plan for the future. Sometimes life can also take an unexpected turn and you need help finding the right path. Deerfield Financial Advisors specializes in helping:
- Individuals and couples planning for or already enjoying retirement
- Business owners anticipating a liquidity event
- Individuals who have recently lost a spouse or been through a divorce
- Entrepreneurs and executives wishing to diversify their holdings
- Families seeking to transfer wealth to later generations and create a lasting legacy through charitable giving
- Individuals who have recently received an inheritance
NAPFA Start Date
April 03, 2002
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.