Bradley Hilton, CFP®, MBA
Pursue Your Goals with Financial Peace of Mind.
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Sonas Financial Planning
Bradley Hilton, CFP®, MBA
Dunwoody, GA
Serving Clients Nationwide
Pursue Your Goals with Financial Peace of Mind.
Areas of Focus
- Equity Compensation Options
- Investment Management
- Owning a Business
- Student Loan Advising
- Taxes
About Me
Hi, I'm Bradley Hilton.I want to help you live the life you intended. I believe that can be done through open, real, and honest conversations about life and money. Sure, accumulating wealth is great. But only if it helps you live your best life. That’s where I come in. I can help you plan for and enjoy the things that truly make you feel happy and secure.
What I want to understand is what drives you. What your passions are. What keeps you up at night. Who and what you want to protect.
As a Financial Planner, I get to make the world a better place, one family & one person at a time. I am a Certified Financial Planner™ and have a master’s degree in personal financial planning. I started Sonas Financial Planning so that I could help more families achieve financial clarity, confidence, and partnership.
On a personal note, I'm a happy husband, proud girl dad, nature lover, and banjo player.
Let's connect and see if we are a good fit to work together. I look forward to hearing from you!
➕ More About Bradley Hilton
Over the last 15 years, Bradley Hilton has gained experience in the financial planning industry. Most recently, Bradley worked for another Fee-Only financial planning firm. Before that, Bradley worked as a member of the Wealth Strategies teams for Wells Fargo Private Bank and U.S. Trust, Bank of America Private Wealth Management. Bradley began his career in the industry at The Ayco Company, part of Goldman Sachs.
Bradley earned his MBA from Georgia State University with a Masters in Personal Financial Planning. He also holds a Bachelor of Science in Business Administration with a concentration in Information Technology from the University of North Carolina at Wilmington. While with U.S. Trust Bradley earned his CFP® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
4514 Chamblee Dunwoody Rd. Suite 307 Atlanta, GA 30338
Additional Locations
📍 Brevard, NC
📍 Greenville, NC
📍
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 30-minute conversation. This is a no-obligation, no-pressure, no-judgment call to get to know each other. We'll discuss what you're looking to accomplish and answer any questions you may have.Offers Investment Management
Yes
About our Firm
Sonas Financial Planning is an Atlanta-based independent, fee-only, comprehensive financial planning and wealth management firm. We combine customized financial planning services with sound investment management & advice to provide you with a highly personalized experience.Our mission at Sonas FP is to redefine the typical client/advisor relationship in a way that is modern, meaningful, and long-lasting.
At Sonas Financial Planning, our goal is to empower our clients at every stage of life. We help you take the guesswork out of managing your finances and help you understand the implications of each financial decision you make.
Our services go beyond those of most investment management firms. As advocates and guides, we offer you encouragement and clarity, not simply technical knowledge.
We continually strive to deepen our relationships, so we are able to offer the best possible insights to you at the most critical moments, leading to optimal outcomes.
Pursue Your Life Goals with Financial Peace of Mind
✅ Happiness: Be happy. Be open and curious. Focus on what you can control and make the most of what you have.
✅ Prosperity: This isn’t rocket science. Work hard. Spend less than you make. Save the difference. Diversify. We’ll help with the rest.
✅ Good Fortune: There is no crystal ball. The future is unknown. Success and good fortune come from an auspicious state resulting from confidence in your plan and favorable outcomes.
Education
Georgia State University, M.B.A., Personal Financial Planning | University of North Carolina Wilmington, Bachelor of Science, Business and Information Technology
Badges
Hobbies and Interests
- Animal Rescue
- Banjo
- Cooking
- Cycling
- Family
- Hiking
- Running
- Soccer
- Traveling
- Wine
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Educators
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Intergenerational Families
- LGBTQ
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Physicians
- Special Needs
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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