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

July 4, 2015
I’m writing this column on July 4th, the 239th anniversary of our independence from the King of England.  What great patriots were those who, with little resources, fought for their freedom and independence from a tyrannical government. ...
June 5, 2015
It’s no surprise that in a survey released in April by the American Institute of CPAs, the number one worry of Americans planning for retirement was running out of money.  The next most prevalent concerns were health care costs and deciding...
May 5, 2015
In their 2014 survey, the Center for Retirement Research estimates that 52% of working-age adults were “at risk” in 2013 of not having enough assets or income when they retire.  According to the Employee Benefit Research Institute (EBRI)...
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...
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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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