Planting a Seed
Helping you plan for a successful retirement

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 & Blog

  • September 4, 2015
    Let’s talk about wine – oh how I know my readers!  Let’s say that on a recent visit to the wine department of your favorite grocery store you notice that they have marked down the price of all the wines by 30% for some reason:  Maybe the Chinese...
  • August 7, 2015
    Many families are enjoying their summer vacations this month.  As the summer comes to a close and students begin to head back to school, parents thoughts may leap ahead to thinking about a time in the future when vacation won’t end.
    Will you be prepared...
  • 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.  What great...

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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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