Retirement Planning Cleveland | Fiduciary and CFP Cleveland
Planting a Seed
Helping you plan for a successful retirement

For over 30 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.

Investment advisor in Cleveland and CFP Michael Brady's Financial Personality Quiz


Latest News & Blog

  • February 7, 2017
    On Friday, February 3rd, a new rule set to take effect on April 1st was suspended by President Trump. That rule would have made it mandatory that securities and insurance salesmen put the interests of investors first when recommending products and giving...
  • January 9, 2017
    With proper planning you should be able to minimize costly mistakes and avoid panic when temporary disasters strike. And temporary disasters occur on a regular basis. Proper financial planning can help to reduce the effects of these disasters and to help speed recovery.
  • November 30, 2016
    Now that the stock market has hit an all-time high crossing over 19,000 for the very first time, what should you be doing with your retirement savings? How do you turn your retirement savings into a lifetime income stream that keeps pace with the rising cost of living without running out of money?
Michael Brady & Co LLC   |   25586 Bagley Road, Suite 2   |   Olmsted Falls, OH 44138   |   P: (440) 235-2100   |   F: (866) 217-9609
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