Private Client

Private Client

Enhance Wealth. Maximize Value.

Choosing a partner to help you achieve financial success is a significant decision. You need more than just an advisor, you need a team that’s experienced, attentive, and deeply committed to your goals. At Brady Martz, we pride ourselves on being that partner. With decades of experience serving business owners and high-net-worth individuals across a wide range of industries, we bring a holistic, strategic approach to every engagement. Whether you're growing your business, planning for retirement, or building a legacy, we're here to help you drive results forward.

Focus on What You Do Best – We’ll Handle the Rest

Imagine spending your time and energy where it matters most, while our experts handle the complexities of your financial world. From accounting and wealth management to sophisticated tax and succession planning, Brady Martz offers comprehensive compliance and advisory solutions tailored to meet your unique needs. We’re not just in the business of crunching numbers—we’re in the business of making your life easier and your future more secure.

Personalized Services to Support Your Financial Success

At Brady Martz, we believe that great things happen when we work side-by-side with our clients. Whether you’re building your business, navigating a major decision, or planning for the next generation, our team is here to help you thrive.

We offer a broad range of financial and business services, designed to enhance wealth and maximize business value at every stage: 

  • Tax Planning, Preparation, & Compliance 
  • Trusts & Estates
  • Business & Investment Management
  • Succession Planning
  • Insurance Solutions
  • Family Office Services

Jordan Rodgers | Private Client Practice Segment Lead

jordan.rodgers@bradymartz.com 
701-852-0196 

Contact Us

Contact Jordan today for expert guidance and tailored solutions to support your financial and advisory needs.