Sagemark Consulting

CLA exists to create opportunities for our clients, our people, and our communities through our industry-focused advisory, outsourcing, audit, tax, and consulting services

Medley Advisory is a independent financial consulting firm and our owner Gary Medley is an Investment Advisor Representative through IC Advisory Services, Inc. Being independent gives us access to many products and services to help you reach your goals. Advisors are often faced with the dilemma of having to choose between what benefits the client most, what benefits the advisor most or maybe choosing something in the middle. That dilemma is called a potential conflict of interest and sometimes we like to call that...doing what is right or doing what is easy.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Marco Island, FL area, Brad Bersh will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.