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

  • November 9, 2015
    The National Association of Personal Financial Advisors (, the association of Fee-Only financial advisors, recently announced the results of a survey of its members as to their top retirement planning advice for pre-retirees.  The advice...
  • October 5, 2015
    As the investment markets continue to roil we should all review our investment choices to make sure we are best positioned to ride out the storm with the least amount of damage.
    It has been quite a few years since the stock market was this volatile and...
  • 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...

Interested in More Information?

Let's schedule an initial meeting to discuss your goals and objectives and to see if we are a good fit for 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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