Private Client Solutions

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Guidance from a trustworthy team of advisors can offer you the support and confidence to take the next step. 

Opportunities and challenges, successes and failures—life changes quickly. You have your hands full focusing on what is right in front of you, and thinking about the financial decisions you need to make for your future can be overwhelming. 

Eide Bailly Wealth advisors have years of experience providing individuals and families clear, legacy-minded strategies to sail through life’s inflection points—from selling a business to retirement and succession planning. Our professionals take an empathetic, data-driven, relationship-focused approach to help you plan and prepare for each season of life.



What We Offer

  • Wealth Planning

  • Insurance Services

  • Investment Services

Who We Serve

  • Business Owners

  • Individuals

  • Families

Let us help you reach your goals

Our advisors are here to help you create a financial plan that meets your unique circumstances.
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Learn more about your current investments and dive into your strategy.


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Our collaborative approach will help you navigate life’s inflection points with personalized strategy in mind.
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Current Market Update

In the second quarter of 2024, markets were in a state of flux, reacting to evolving monetary policies and major election results throughout developed and emerging economies. Equity markets experienced a downturn in April, a significant rebound in May, and moderate fluctuations in June.

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Create the plan you need to grow your wealth – whether for your business, your family, or yourself.

Our comprehensive, relationship-focused approach is tailored to meet your needs and help you reach your goals. We have over 20 years of experience helping business owners and pre-retirees navigate transitions.

Private Client Solutions Leadership

Brad Kelley

Brad M. Kelley

Principal / Wealth Leader

Brad provides skilled guidance to his high-net-worth clients using an integrated approach to holistic wealth planning. He provides specialized solutions for more in-depth and complicated situations for individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. As the Principal over Eide Bailly’s Wealth services, Brad's goal is to make sure the best team of professionals is in place to handle your needs.
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