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.
CPA/PFS, JD, MBA, AEP® (Distinguished)
My guiding light comes from being a father to my two sons and granddad of my grandchildren.
Being an integral, trusted advisor for our clients provides enrichment to my soul each and every day.
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...
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).
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.
Outside of working with our clients, I enjoy shooting archery and photography.
Read on to learn more about me…
In memory of Dirk Edwards, whose dedication and expertise profoundly impacted our business and the lives of countless clients worldwide:
Dirk devoted his professional career to the field of Personal Planning, extending his services to clients across the United States, Western Europe, and Southeast Asia.
A thought leader in his field, Dirk held esteemed positions, including past chairman of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning (PFP) Executive Committee. He also served as the chair of the AICPA PFP Services Standards Advisory Task Force and as a past commissioner of the AICPA National Accreditation Commission. In Oregon, he contributed significantly as the past State Chairman of the Oregon Society of CPAs PFP Committee. Dirk's commitment to excellence extended beyond borders, as evidenced by his membership in the Oregon State Bar and the American Bar Association.
Dirk's influence resonated through his lectures and extensive publications in the realm of personal planning. He shared his expertise through numerous AICPA courses in Financial and Tax Planning and contributed as an Editorial Adviser to the Journal of Accountancy. His book, "Financial Planning for New Wealth," published by Harcourt Brace, stands as a testament to his depth of knowledge and commitment to empowering others.
Dirk's contributions were recognized nationally, as Worth Magazine repeatedly honored him as one of the top financial advisors in the nation. Mutual Funds magazine also named him among the Top 100 Financial Planners, while Worth Magazine acknowledged his expertise as one of the top 100 attorneys in the family wealth area for three consecutive years. His insights were sought after by leading publications such as the Practical Accountant, Investment Advisor, Worth, and Mutual Funds magazines, as well as esteemed newspapers like the Wall Street Journal and New York Times.
In commemorating Dirk's legacy, we honor his profound impact on our lives and the enduring legacy he leaves behind in the realm of personal planning and financial stewardship.
Hi! I’m Sarah Bradley. When I was 5 years old, I knew I wanted to be a CPA.
My professional journey led me to Ernst & Young, where I specialized in financial services. However, my passion for serving individuals and families led me to the Association of International Certified Professional Accountants (AICPA), where I became immersed in the complexities of personal financial planning. During my tenure at the AICPA, I spearheaded initiatives aimed at elevating the standards of ethical conduct among CPAs providing personal financial planning services. As the host of the AICPA's Personal Financial Planning podcast, I collaborated with nationally-known experts to bring the best strategies and latest thinking to my fellow like-minded CPAs.
My commitment to excellence has been recognized by the CPA Practice Advisor, which named me among the Top 40 Under 40 CPAs for three consecutive years, acknowledging my leadership, innovation, and collaborative spirit in advancing the accounting profession.
Today, I am privileged to lead Edwards Bradley PC, continuing the legacy of excellence that was started alongside my co-founder, Dirk Edwards. At Edwards Bradley, we empower individuals and families to align their financial resources with their deepest values and aspirations through integrated, personalized, objective fee-only planning and tax services.
I live in North Carolina with my husband, son, daughter, and eclectic mix of pets. 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.
Education and Certifications:
CPA - Certified Public Accountant
PFS - Personal Financial Specialist
MS & BS in Accounting - Summa Cum Laude, NC State University