Michael Brady
CFP®, MBA
Michael Brady & Co., LLC
Founder and Financial Advisor
Michael Brady
CFP®, MBA
Michael Brady & Co., LLC
Founder and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Brady, CFP®, MBA
Fee-Only Financial Advisor serving Northeast Ohio
Michael Brady is a Westlake, OH fee-only financial planner. Michael Brady & Co., LLC provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Brady is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Mike 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, he 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.
Mike 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 the Olmsted Falls City Schools Board of Education and has served in leadership positions for various charities and as a board member for several significant endowments and foundations.
Michael 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.
Benefits of Working With Us
Your family's personal financial needs, goals and objectives are unique and our advice will be tailored to meet your family's unique circumstances.
You will be educated so that you and your family understand your unique financial situation and the consequences of the decisions you are making about your finances and your family's future. You will understand the advice that we are giving you.
You will be kept informed as to the progress that you are making toward the achievement of your family's goals and objectives. This progress will be measured against your unique goals and objectives and not compared to any market index.
You will be able to sleep at night knowing that you are working in partnership with a team of people who understand your unique needs and situation and are dedicated to helping you achieve your personal objectives.
You and your family will enjoy an enhanced sense of security and a more fulfilling, purpose-filled life when you leave the planning to us.
How to Tell if We're a Good Fit for You
You'd like to free yourself from day-to-day investment decisions.
You want your assets managed for the long term.
You want a disciplined approach in all market conditions.
You want a team that knows you and keeps in touch with you.
You want confidence about who's managing your money.
You want the lowest possible cost while still having your assets invested in a sophisticated, state-of-the-art, pension-quality program.
You want to make sure that the advice you receive is free from bias; that your advisors are not compensated from product commissions, loads or sales charges; and that your advisors are not affiliated with the strategies and products they recommend.
You want an advisor who puts your interests ahead of their own.
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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Michael 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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Michael 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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Michael 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.
Contact Michael Brady
Office Locations:
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28871 Center Ridge Road
Suite 102
Westlake, OH 44145
