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4922 West 16th Street, Speedway, IN 46224

(317) 248-2670

About

My Primary Purpose

Bradley & Lord Financial LLC is a holistic retirement planning firm built on a legacy of trust, guidance, and personalized care. Originally founded as Bradley Financial Inc. by Geoffrey L. Bradley in 1986, the firm has spent nearly four decades helping individuals and families prepare for the future with clarity and confidence.

Our Primary Purpose

Today, Bradley & Lord Financial LLC is led by Whitney K. Lord, a seasoned financial planner and registered representative through Osaic Wealth. Whitney had the privilege of working alongside Geoffrey for 15 years, learning the importance of thoughtful, client-centered planning from her mentor. Together, they helped evolve the firm into a comprehensive resource for those approaching and living in retirement.

We specialize in holistic retirement planning that goes beyond investment advice—integrating income strategies, Medicare guidance, and Affordable Care Act insurance solutions to create a complete picture of financial well-being.

At Bradley & Lord Financial LLC, we believe retirement is more than a financial milestone—it’s a new chapter in life. Our mission is to help you enter that chapter with confidence, peace of mind, and a plan tailored to your unique needs.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and reap those rewards. 

I invite you to check out all the material on my website. If something prompts a question, please send me an email or call the office. 

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