Bradley Walz

Brad oversees complex engagements with deep expertise in individual, trust, and gift taxation, serving high and ultra-high net worth individuals, including active corporate executives and retirees. Known for his attentive, detail-oriented approach, he helps clients navigate strategic tax saving opportunities aligned with their long-term financial goals.

Brad joined the firm as an intern in 2011 and began working full time in 2012. Throughout his career, he has worked closely with Roy Fairman, whose guidance has shaped his professional growth and technical foundation. He also collaborates across service lines to keep planning efforts coordinated. His ability to manage complex returns with care and consistency makes him a trusted resource for clients and colleagues alike.

Brad holds both a Bachelor of Science in Business Administration in Accounting and a Master of Science in Taxation and Financial Planning from Widener University, reinforcing the technical depth behind his work on complex engagements and his detail-oriented service approach.  

Outside of the office, Brad enjoys spending time with his wife, two children, and their dog. He is an avid Phillies fan who loves catching games at the ballpark with his family. A dedicated athlete, he is known within the firm as a top competitor and the reigning bowling champion, bringing that same dedication to his work with clients and colleagues.