Michael Brady & Co., Inc.
We serve 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 comprehensive financial planning services along with fee-only investment supervisory services. Our fee is calculated as a percentage of your total investment assets. We do not receive any other compensation from any source. Our only loyalty is to you - our client.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.