Three Things to Know About Brad Stoehr of Elsass Financial Group

Meet Brad Stoehr, Financial Advisor and Chamber Ambassador, who’s bringing both expertise and heart to York County’s growing financial landscape. From helping families plan for the future to launching creative community initiatives, Brad is passionate about making a lasting impact. Here are three things to know about him and his work.

1. He’s deeply rooted in family and community.

Brad proudly calls Fort Mill home, where he lives with his wife, Leslie, and their two kids, Stella and Miller. Family and community are at the heart of everything he does—whether that’s cheering on his daughter at softball tournaments, supporting his son in boxing, or staying active with F3, a local workout group.

Outside of work, Brad loves running, cooking, and spending time with friends. His entrepreneurial spirit also shines through his wide-ranging interests in AI, finance, fitness, and community impact. In 2021, he donated a kidney to a high school friend and went on to co-found Odd Kidneys, a nonprofit dedicated to supporting people through the kidney transplant journey.

2. He brings more than 20 years of financial expertise to York County.

With over two decades of experience, Brad helps individuals, families, and business owners find clarity and confidence in their financial health. He holds the CIMA® (Certified Investment Management Analyst) and CEPA® (Certified Exit Planning Advisor) designations, allowing him to guide clients through everything from retirement planning to complex business transitions.

At Elsass Financial Group, Brad recently opened the Fort Mill office as part of the firm’s mission to expand services and strengthen community roots. His career includes leadership roles with national firms and large RIAs, where he helped grow teams and guide clients through key financial decisions.

What sets Elsass Financial Group apart is its holistic approach—helping clients align their financial goals with their life goals. Their services include:

• Personalized financial planning and wealth management

• 401(k) plan support for employers and participants

• Business transition and exit planning through Brad’s CEPA® expertise

• Active local involvement, including a fun craft beer collaboration, “Liquid Asset,” with Amor Artis Brewing

3. He’s focused on growth, education, and community impact.

Looking ahead, Brad envisions Elsass Financial Group becoming a hub for families and business owners seeking long-term clarity and partnership in their financial journey. That includes growing the team, acquiring other advisory practices, and deepening community involvement throughout York County.

He’s also passionate about financial education—helping people of all ages gain confidence in managing their money. As a York County Regional Chamber Ambassador, Brad values the connections and collaborations that come with membership. “The Chamber has been a fantastic connector,” he says. “It’s a great way to meet other business leaders who care deeply about growing this community.”

Learn more at www.elsass-efg.com or connect with Brad on LinkedIn.