Prime Capital Financial Aligns with Bradshaw Rogers Financial Partners

Addition of planning-led wealth management firm with integrated tax capabilities in North Carolina expands national footprint

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial announces its acquisition of Bradshaw Rogers Financial Partners, Inc. (Bradshaw Rogers), a planning-led wealth management firm headquartered in Salisbury, N.C., with $600 million in assets under management. The partnership expands Prime Capital Financial’s national presence with a team of seven professionals, including founders Trent Bradshaw, CFP®, AIF®, and Brandon Rogers, CFP®, AIF®, joining as partners.

Founded in 2006, Bradshaw Rogers provides comprehensive, planning-led wealth management with a focus on integrated tax strategy, aligning with Prime Capital Financial’s continued expansion of its planning and tax platform. The firm supports clients through financial planning, retirement planning, investment and risk management, and tax coordination.

The acquisition follows the recent launch of Prime Capital Financial’s Tax Advisory practice, further strengthening the firm’s ability to deliver coordinated tax and financial planning solutions.

“Prime Capital Financial continues to identify firms that share our planning-first mindset and commitment to client service,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “Trent and Brandon have built an exemplary team with a strong tax-focused approach that complements our recent expansion into tax services. This partnership also meaningfully expands our presence in the Carolinas, which has been a key growth region for us, and supports a more coordinated, long-term approach to financial planning for clients nationwide.”

Bradshaw Rogers will continue working closely with clients while leveraging Prime Capital Financial’s resources, infrastructure, and national platform. Prime Capital Financial has an established footprint across the Carolinas, with offices in Asheville, Charleston, Charlotte, Raleigh, and now Salisbury.

“Our decision to join Prime Capital Financial centered on our ability to remain client-centric while gaining additional scale and support,” said Bradshaw. “The culture and long-term vision closely aligns with how we’ve grown our firm over the last two decades.”

Rogers added, “This partnership positions us to expand our capabilities while maintaining the relationships and service standards our clients have come to expect.”

Alaris Acquisitions acted as the advisor to Bradshaw Rogers for this transaction.

To learn more about Prime Capital Financial, please visit: primefinancial.com

To learn more about Bradshaw Rogers, please visit: bradshawrogers.com

About Prime Capital Financial
Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. For more information, visit www.primefinancial.com.

About Bradshaw Rogers
Bradshaw Rogers Financial Partners, Inc. was established nearly two decades ago to serve clients throughout Salisbury, NC, the Piedmont-Triad and Southwest North Carolina. With extensive experience in financial & tax planning, estate planning, risk management and health & insurance, Bradshaw Rogers utilizes a team-based approach to solve for unique client needs and to help clients achieve their goals.