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

  • 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...
  • July 11, 2016
    I was riding my bike this past weekend on a particularly windy day and my thoughts came around to a perfect metaphor for investing for retirement. While there is certainly joy in the journey there are also times of stress and concern.
  • June 3, 2016
    For many people thinking about retirement, their biggest fear is running out of money while they are still alive. I have been working with folks to overcome this fear for over 30 years and here is what I have learned in as simple of terms as I can give you.
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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