Welcome to Michael Brady & Co

For over 20 years we have served as Builders, Keepers and Stewards of multi-generational wealth for substantial families and the businesses, trusts and endowments they have created. We advise, consolidate and simplify our clients' financial lives thereby providing peace of mind and confidence in their financial future.

We provide fee-only financial planning services along with fee-only investment supervisory services. We typically work best with families that have more than $500,000 of investment assets, are looking for an adviser to direct the investment of those assets and are willing to move investment accounts to our custodian: Fidelity Investments.

Latest News

April 15, 2015
I recently talked with a couple in their mid 50s who had been working for the last several decades and taking care of their family.  Like many people, they had reached a stage in life where they could begin to think about themselves and the next...
March 15, 2015
What is a Fiduciary?  According to Wikipedia, a Fiduciary is expected to be extremely loyal to the person to whom he owes the Fiduciary duty: he must not put his personal interests before that duty, and must not profit from his position as a Fiduciary...
February 12, 2015
A recent article in Morningstar magazine discusses the recent trend towards increasing life expectancies.  The article points out that a couple, both age 65, have a greater life expectancy than either of the individuals by themselves.  A male...
January 15, 2015
About this time each year many folks start to think about retirement.  For some, that day might be in the distant future and they might wonder if they are putting enough funds aside each month to eventually fund the lifestyle of their dreams. ...
December 15, 2014
As the year draws to a close, it is important to measure your progress toward the achievement of your family’s financial goals.  This has nothing to do with comparing your investment returns to that of the stock or bond markets on TV. ...
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Michael Brady & Co., LLC   |   25586 Bagley Road, Suite 2   |   Olmsted Falls, Ohio 44138   |   P: (440) 235-2100   |   F: (866) 217-9609
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