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

  • October 6, 2016
    There seems to be quite a bit of confusion among investors when it comes to selecting a professional financial adviser.  I am a full-time fiduciary fee-only professional Certified Financial Planner™ practitioner (a CFP®.)  That’s my full job description. ...
  • September 6, 2016
    You work hard for your money and there are certainly more than enough challenges in saving for retirement, college education for your children and all the normal costs of modern living.  You want to avoid making mistakes with your money and thereby increase...
  • August 4, 2016
    How dare I ask how much you love your family?  I’m sure you love them unconditionally and more than anything in this world.  You love them enough to provide for them, care for them, and support them.
    You love them enough to create an emergency savings...
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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