NAPFA: The National Association of Personal Financial Advisors

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Deerfield Financial Advisors, Inc.

This Office:

8440 Woodfield Crossing Blvd Ste 360
Indianapolis, IN 46240-4346
Phone: (317) 469-2455

Advisor Image

Brad R. Cougill

(CFP®)

This advisor specializes in the following areas of expertise:

  • Estate & Generational Planning Issues
  • Ongoing Investment Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Brad has been a shareholder of Deerfield since 2000, and has played an integral role in developing the firm into one of the leading fee-only financial advisory firms in the Midwest.  In addition to working directly with clients, Brad provides leadership and strategic direction to the firm by serving as the firm’s Chief Investment Officer and Chairman of the Board of Directors. 

Over the past two decades Brad has focused his career on advising high net worth individuals and families wanting to adopt a comprehensive approach to managing and coordinating their financial and investment affairs.  His background and experience enable him to design objective financial strategies that are customized to each client’s particular circumstances. And more importantly is Brad's unique ability to communicate these sophisticated concepts in a thoughtful, concise, and easily understood manner.

Brad is a contributing author to Tips from the Top-Targeted Advice from America’s Top Money Minds, and has been quoted in numerous publications including The Wall Street Journal, Investment News, Indianapolis Business Journal, and Fox 59 News. In addition, Brad is an active National Association of Personal Financial Advisors (NAPFA)-Registered Financial Advisor, where he currently serves on the Financial Plan Review Committee. He has also participated in various membership standards related task forces, and conducted Basic Training for new members.  Locally, Brad has invested his time with the Central Indiana Community Foundation (CICF) previously serving on the Professional Advisors Leadership Council (PALC) and currently staying connected through the Cornerstone Council. 

 

Additional Information

You’ve worked hard, accumulated assets, and now you are looking for professional financial advice to help plan for the future. Sometimes life can also take an unexpected turn and you need help finding the right path. Deerfield Financial Advisors specializes in helping:

  • Individuals and couples planning for or already enjoying retirement
  • Business owners anticipating a liquidity event
  • Individuals who have recently lost a spouse or been through a divorce
  • Entrepreneurs and executives wishing to diversify their holdings
  • Families seeking to transfer wealth to later generations and create a lasting legacy through charitable giving
  • Individuals who have recently received an inheritance

NAPFA Start Date

April 03, 2002

Industry Start Date

January 01, 1992