About Us
Mike Brady has been a builder, keeper and steward of multi-generational wealth for substantial families worldwide for over 25 years. Over that time, Mr. Brady has advised, consolidated and simplified his clients’ financial lives thereby providing them with peace of mind and confidence in their financial future. He has worked with multiple generations of families to insure their lasting legacy long into the future.
He is a finance graduate of The Ohio State University’s Fisher College of Business and holds an MBA in finance from Cleveland State University’s James J. Nance College of Business. He completed executive education coursework at The University of Pennsylvania’s Wharton School.
As a Certified Financial Planner™ practitioner, Mike works in a fiduciary capacity with his clients and practices and promotes Fee-Only financial planning and investment advisory services.
Mike has lectured widely on financial topics at the college level. He is a trusted financial advisor and coach to business owners, professional athletes, attorneys, accountants, and physicians. He has counseled and advised executives and pre-retirees of BP Oil, Northrop-Grumman, AT&T, NASA, Praxair, Arcelor Mittal Steel, Walgreen Co., the U.S. Government, The Cleveland Clinic, The National Basketball Players Association, and the National Football League Players Association.
He is a Life Member of the National Eagle Scout Association and is the recipient of the Silver Beaver Award: the highest volunteer award bestowed by the National Council of the Boy Scouts of America. He is a former President of his community’s Board of Education and has served in leadership positions for various charities and as a board member for several significant endowments and foundations.