Retirement Planning Cleveland | Fiduciary & 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

Latest News & Blog

  • September 11, 2017
    In case you haven’t been paying attention, we are living in the beginning years of the Age of Machines.  Robots, Artificial Intelligence, Drones, Self-Driving Cars, and now “Robo” Investment Advisors.  And the machines can be very precise and...
  • August 10, 2017
    The Boy Scout’s motto has served me well over the 30 plus years that I have been advising families on their most important financial decisions.  It has forced me to be constantly on the lookout for changing and dangerous conditions in all of my activities. ...
  • July 7, 2017
    The world around us is changing every day and the rate of change seems to be accelerating.  Every aspect of life is experiencing the effects of these changing forces.  These changes affect our financial lives and require us to remain flexible and to...
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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