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

  • October 31, 2016
    We are retirement income and IRA distribution experts.  We’ve been providing answers to retirees and pre-retirees for over 30 years.
     As America’s baby boom generation continues to age the number of questions seem to grow.  Over 2.5 million people...
  • 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...
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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