Daniel Brady
CFP®, MBA
Planning Capital Management
Partner, Senior Financial Planner
Daniel Brady
CFP®, MBA
Planning Capital Management
Partner, Senior Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Daniel Brady, CFP®, MBA
Fee-Only financial planner located in Radnor, PA, serving clients locally and across the country
Daniel Brady is a Radnor, PA fee-only financial advisor serving clients locally and across the country. Planning Capital Management provides comprehensive financial planning, portfolio management, and small business retirement plans to help individuals, busy families, corporate executives and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Brady is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Dan Brady is a Senior Financial Planner and Partner at Planning Capital Management. His primary focus is working directly with clients and managing the business operations of Planning Capital.
Dan holds a Registered Investment Adviser license (Series 65), is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), and has an MBA in Finance from Saint Joseph’s University. As a chairperson on the board of the Philadelphia Tri-State Financial Planning Association, Dan is responsible for the educational events and content for other financial planners in the area.
Dan joined the Planning Capital team in August 2013 as an associate financial planner. Prior to joining Planning Capital Management, Dan was a financial planning consultant and manager at eMoney Advisor for 4 years.
Dan has been a panelist, speaker, and presenter at both national conferences and regional/local events. The topics have ranged from technology and the younger generation to common mishaps in financial planning. He continues these efforts on an ongoing basis by writing quarterly market commentary for the clients of Planning Capital Management.
Dan lives in Berwyn, Pennsylvania with his wife, Chelsea, and dog, Larry. He is a member of Waynesborough Country Club and Delaware County Field and Stream Association. When he is not meeting with clients, Dan enjoys spending time with friends and family, golfing, playing sports, and traveling.
Daniel Brady is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our mission is to create meaningful and lasting personal relationships that serve as the foundation for your financial planning. Our approach is deeply rooted in valuing independent financial thinking and predictable cash-flow modeling. Driven by our passion to help you realize a purposeful path forward, every question and detail matters when you work with us.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Daniel Brady is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Daniel Brady is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Daniel Brady is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Daniel Brady is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
Contact Daniel Brady
Office Locations:
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150 N Radnor Chester Road
Suite F200
Radnor, PA 19087 -
1515 Market Street
Suite 1200
Philadelphia, PA 19102 -
7540 Windsor Drive
Suite 201
Allentown, PA 18195
