Braden Wallace
Wealth Advisor
Braden brings a fresh perspective and a deep commitment to client service to the Wallace Financial Group team. Working alongside his father Phillip, Braden combines modern financial planning approaches with the firm's longstanding values of trust and personalized guidance.
[email protected]About Braden
Braden joined Wallace Financial Group with a strong foundation in finance and an unwavering determination to prove himself through results. He works closely with his father, Phillip Wallace, and with clients to develop comprehensive financial plans tailored to their individual goals — approaching every engagement with the drive to deliver and the discipline to follow through.
Faith is at the core of who Braden is. He believes that serving clients well is more than a profession — it's a calling. That conviction shapes the way he listens, the care he brings to every plan, and the integrity he holds himself to in every client relationship.
His approach is collaborative and client-centered — he listens first, then builds strategies that reflect each client's priorities, whether that's growing wealth, protecting assets, or planning for the future. Braden is committed to earning trust not just through credentials, but through consistent action and genuine dedication to the people he serves.
As a registered representative with LPL Financial, Braden has access to a broad range of investment solutions and planning tools to serve clients at every stage of their financial journey.
Areas of Focus
- Comprehensive financial planning
- Investment strategy and portfolio construction
- Retirement planning for younger professionals
- Insurance and financial protection
- Client education and financial literacy
Check the background of Braden Wallace on FINRA's BrokerCheck
Work With Braden
Have questions about your financial plan? Braden is here to help — reach out to schedule a free consultation.
Book a Free CallLegal & Privacy
- Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org).
- Investment advice offered through Wallace Financial Group, registered investment advisors. Wallace Financial Group is a separate entity from LPL Financial.
- The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- www.lpl.com/CRS