Edwards Bradley PC is the result of over a decade of professional collaboration, sharing a vision of meaningful impact on the lives of families, clients, and community.
Our practice is a reflection of our like-minded values, client-centric approach, and philosophy to personally live our mission to create a life that allows you to flourish, cultivate wealth in every area of your life, and spend time on what you love and with those you love.
Our core values.
Integrity & Professionalism
We are bound to a high fiduciary standard to act with integrity, objectivity, and professionalism. When we listen, think, and act - we have your best interest at the heart of it. We do not accept any commissions, referral fees, or other kickbacks. In other words, you never have to question whose best interest we serve.
Trust & Accountability
We wrote the book on professional standards for CPAs who do what we do - and we take that responsibility to heart. Working side by side with you, we build a trust-based, collaborative relationship – accountable to your interests in all we do when delivering integrated, individualized, objective fee-only planning and tax services without asset management or product sales.
Excellence & Ingenuity
With a combined 50+ years of experience and education, we bring up-to-date advice along with time-tested strategies and thoughtful solutions in the areas of taxes, personal finance, and planning so that you can spend your time, energy, and resources on what you love and with those you love.
Kindness & Fun
We are personally committed to living our mission. We spend time on what we love and with those we love: family, friends, and community. We cultivate wealth in all areas of our lives through experiences in travel, motorcycling, coaching youth sports, running, philanthropy, faith, and other volunteer commitments.
Dirk Edwards
CPA/PFS, JD, MBA, AEP® (Distinguished)
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My guiding light comes from being a father to my two sons and granddad of my grandchildren.
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Being an integral, trusted advisor for our clients provides enrichment to my soul each and every day.
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Continued intimate involvement in our profession on a national basis provides exposure to a steady stream of challenging, new, innovative ideas.
Read on to learn more about me...
Sarah Bradley
CPA/PFS
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I love helping people even more than I love numbers (which is a lot because I'm a CPA, and I love a good spreadsheet).
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It was an honor to have been recognized three years in a row by the CPA Practice Advisor's Top 40 Under 40 CPAs in the US.
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Outside of working with our clients, I enjoy shooting archery and photography.
Read on to learn more about me…
About Dirk.
Dirk Edwards, CPA/PFS, JD, MBA, AEP® (Distinguished) spends his professional time devoted to the field of Personal Planning, serving clients throughout the United States, Western Europe ,and Southeast Asia.
He is a past chairman of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning (PFP) Executive Committee and is the current chair of the AICPA PFP Services Standards Advisory Task Force and a past commissioner, AICPA National Accreditation Commission. He is a past State Chairman of the Oregon Society of CPAs PFP Committee and is a member of the Oregon State Bar and American Bar Association.
Dirk lectures and writes extensively in the area of personal planning. He has instructed numerous AICPA courses in Financial and Tax Planning and has served as an Editorial Adviser to the Journal of Accountancy. Harcourt Brace published his book “Financial Planning for New Wealth”. He has been named numerous times by Worth Magazine as one of the top financial advisors in the nation and was named as one of the Top 100 Financial Planners by Mutual Funds magazine. He was named one of the top 100 attorneys in the country in the family wealth area by Worth Magazine for three consecutive years. In addition, he has been often asked to contribute planning advice for articles in the Practical Accountant, Investment Advisor, Worth, and Mutual Funds magazines as well as for the Wall Street Journal and New York Times.
Dirk received his Doctor of Jurisprudence and Masters of Business Administration from Willamette University in Oregon. He is accredited as a Personal Financial Specialist. In November 2019, he was awarded the Accredited Estate Planner ® (Distinguished) mark. His undergraduate work resulted in bachelor of arts degrees in history and political science.
A native Oregonian, Dirk maintains and works out of the west coast location.
Active in his local community, he has been President of the Congregation and Chairman of the Trustees of First Christian Church (Disciples of Christ), Portland, Oregon.
Dirk has been featured in several articles during his professional career:
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Practical Accountant - "15 Best Practices for Financial Planners"
By Howard W. Wolosky -
Mutual Funds - "100 Top Advisors Coast-To-Coast"
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Investment Advisor - "Windfall Wizard"
By Karen Hansen Weese -
The New York Times - "Receiving a Lump Sum Without Taking Any Lumps"
By Sharon R. King -
The Wall Street Journal - "CPA's Value Can Go Well Beyond Taxes"
By Earl C. Gottschalk Jr.
About Sarah.
Hi! I’m Sarah Bradley. When I was 5 years old, I knew I wanted to be a CPA. I would pretend to play “office” where I would help business owners (i.e., my entrepreneurial-spirited friends) make sound financial decisions. I realized this dream when I graduated from NC State University with a master’s in accounting and became a CPA working for Ernst & Young.
Inspired to learn more about how CPAs serve as a fiduciary to individuals and families in providing planning and tax services, I spent over a decade at the Association of International Certified Professional Accountant (AICPA), surrounded by the smartest, kindest, and most compassionate CPAs.
I led the team who wrote the professional standards for CPAs providing personal financial planning services; ethical responsibility is important to me. I implemented undergraduate and graduate-level accounting programs to educate college students about estate, retirement, insurance, and tax planning; education is important to me. I hosted the AICPA's Personal Financial Planning podcast, collaborating with nationally-known experts to bring the best strategies and latest thinking to my fellow like-minded CPAs; connecting with others is important to me. All of these make me a better advocate for the individuals and families I work with; my fiduciary duty to them is important to me.
I am honored to have been recognized three years in a row by the CPA Practice Advisor's Top 40 Under 40 CPAs who are leading, innovating, and collaborating to provide unity and visibility of the accounting profession.
Today, I am grateful to follow my passion: I love helping people even more than I love numbers, and that’s how I ended up here at Edwards Bradley PC, alongside Dirk Edwards. Together, we help individuals and families align their financial resources with what is most meaningful and important to them through integrated, personalized, objective fee-only planning and tax services.
I live in North Carolina with my husband, son, daughter, dogs, cats, a shoal of tiny sea creatures, a frog or two, and a parrot. I enjoy shooting archery and photography. I hope that I am inspiring my children to be kind and compassionate people who have a meaningful impact on the lives of others.
Thanks for taking a minute to learn about me. I look forward to learning about you.
Education and Certifications:
CPA - Certified Public Accountant
PFS - Personal Financial Specialist
MS & BS in Accounting - Summa Cum Laude, NC State University