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

December 15, 2014
As the year draws to a close, it is important to measure your progress toward the achievement of your family’s financial goals.  This has nothing to do with comparing your investment returns to that of the stock or bond markets on TV. ...
November 5, 2014
When we talk to clients about their retirement income sources we talk about the three-legged stool of Social Security, company retirement plan, and personal investments.  Of the three income sources Social Security may be the least understood. ...
October 2, 2014
When the markets turn as volatile and confusing as they have recently, even the most patient investors may come to question the wisdom of the investment plan that they’ve been following. At Michael Brady & Co. LLC, we’ve seen a lot of...
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,...
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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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