Wealth Management | Planting a Seed | Helping you plan for a successful retirement
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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

September 10, 2014
You have been listening to me in past columns discussing the virtues of the properly allocated investment portfolio.  You have the correct balance of stocks, bonds, cash, and commodities/real estate according to your age, investment time horizon,...
August 4, 2014
Your bad behavior is affecting your investment results, which in turn is affecting your future financial security.  You are most likely exhibiting one or more of the following bad behaviors: underdiversification, overdiversification, too greedy,...
July 10, 2014
Over the recent 4th of July holiday, I spent some time on my friend’s boat.  While standing in the pilot house I noticed that the auto-pilot was off and a display announced that “You Have The Helm.”  As anyone would imagine,...
June 7, 2014
Many of you have been loyal readers of my column for many years.  You have taken care of the important tasks necessary to care financially for you and your family.  You have an adequate emergency cash reserve; have a plan to fund the education...
April 4, 2014
Business author Harvey MacKay often quoted that “A dream is just a dream.  A goal is a dream with a plan and a deadline.” Artist Pablo Picasso followed up on that by quoting “Our goals can only be reached through a vehicle of a...
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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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