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 preferred custodian: Fidelity Investments.

Investment advisor in Cleveland and CFP Michael Brady's Financial Personality Quiz

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Latest News & Blog

  • June 5, 2017
    We’ve all been told that it’s important to have goals in life.  Whether it’s a continuation of your lifestyle in retirement, starting a new business or running a marathon it is important to have goals and a vision of the future achievement of those...
  • May 10, 2017
    The 2017 DALBAR study of investor behavior has been released and it compares the returns of the average investor with the average returns of the investment markets.  And guess what – the average investor isn’t doing so well.  The average investor...
  • April 3, 2017
    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 age the number of questions seem to grow.  Over 2.5 million people...
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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