Barron’s Hall of Fame Financial Advisor
Led by Principal Advisor Debra K. Brede, we handcraft investment portfolios to support our clients' goals and lifestyle. No two are the same.
Meet the D.K. Brede Team
Led by Debra Brede, our team delivers investment management services to high-net-worth individuals, corporations, retirement plans, charitable trusts, and municipalities. Every recommendation we make depends on a client's individual needs, as determined personally by Debra.
In her book, You’re Retired...Now What?, she shares some of her established financial philosophies and advice on making your money work for you during retirement. Developed from a lifetime of industry experience, her wealth management strategies put your values first, pursuing a positive impact for you, your loved ones, and the world.
You’re Retired...Now What?
Utilizing more than 30 years of wealth management experience and expertise, Debra Brede shares how to manage your money through retirement. See how Debra is changing the conversation around retirement.
Our Services
We offer an individualized approach to wealth management built upon a deep understanding of your life and goals.
Investment Management
There’s more to you than your investor profile. We craft your unique investment strategy with care, attention to detail and your life in mind.
Wealth Management
Your financial plan will reflect your overall objectives, as well as specific goals we decide upon for each of the six areas that make up a comprehensive wealth management plan.
Awards & Recognition
Debra K. Brede has ranked among the industry’s top advisors.
Forbes SHOOKtalk: Building a Brand
Read Important Awards Disclosures
Barron’s 2019 Hall of Fame Advisors recognizes advisors who have ranked for ten or more years on any one of the following Barron’s Top Advisor lists: Top 100 Financial Advisors, Barron’s Top Women Financial Advisors, or Top 100 Independent Advisors.
Barron’s Top 100 Women Financial Advisors bases its ratings on a proprietary analysis of the following qualitative and quantitative criteria: a minimum of 7 years of financial services experience, acceptable compliance record, client retention, assets under management (AUM), revenues generated, and the quality of the advisor’s practice. A portion of the ranking considers a sampling of a financial advisor’s clients. Please note that this is not representative of any one client’s experience. Barron’s does not provide a count of eligible nominees for the award, citing its data as proprietary. Investment performance is not a criterion. Women advisors who ranked in Barron’s Top 100 Women Financial Advisors list for 10 straight years (2006–2015) were recognized and featured as Barron’s All-Star Women Advisors. 16 advisors were recognized.
Barron's Top Independent Advisors 2020 list based its ratings on a proprietary analysis of the following criteria1, including assets under management2; experience, which includes a minimum of 7 years in the industry with at least 1 year with current firm, revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. Barron's does not provide a count of eligible nominees for the award, citing their data as proprietary.
Financial Times 400 Financial Advisers list evaluated nominees on 6 primary areas and calculated a numeric score for each advisor. The areas of consideration were AUM, asset growth, compliance record, experience, credentials, and accessibility. Approximately 940 qualified applications were received; 400 advisors were selected, representing 42.6% of applicants.
Forbes’ Top Wealth Advisors list uses similar criteria. In 2019, 12,498 advisors were invited to complete a survey, of which 250 were recognized (2% of candidates).
Forbes’ Top Women Wealth Advisors ranking is based on an algorithm of qualitative and quantitative criteria, including a minimum of 7 years of experience, a minimum of $1 million in production, and factors such as revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due diligence interviews). Shook Research also attempts to measure best practices, which include business models, activities, processes, and structure. Overall, 9,654 qualified advisors were considered and 1,000 (10.3% of candidates) were recognized. Portfolio performance was not a criterion.
1 Investment performance is not a criterion.
2 Managed through Commonwealth.