Michael Brady (CFP®, MBA)

Michael Brady focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

We specialize in working with families who desire to achieve financial independence and want to manage their money in a way that improves their lives.  We work with HENRYs (High Earners but Not Rich Yet) to create the foundation for future wealth.  We also work with established pre-retirees and retirees who are looking to cultivate the best life experiences imaginable.  We have worked with corporate managers, medical professionals, attorneys, business owners, engineers and professional athletes among others in creating and sustaining ever-growing lifetime income streams.

Additional Information

Mike has worked with multiple generations of families to insure their lasting legacy long into the future for over 30 years. Over that time, he has advised and simplified his clients’ financial lives thereby providing them with peace of mind.

Mike is a finance graduate of The Ohio State University’s Fisher College of Business and holds a master’s degree in finance (MBA) from Cleveland State University’s Monte Ahuja College of Business. In addition, he completed executive education coursework at The University of Pennsylvania’s Wharton School of Business.  As a Certified Financial Planner™ professional he works in a full-time fiduciary capacity with his clients and practices and promotes fee-only financial planning, investment advisory and wealth management 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 numerous notable companies, sports organizations and the U.S. government.

Mike is a lifetime member of the National Eagle Scout Association and is the recipient of the Silver Beaver Award: one of the highest volunteer awards 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. He also has served in leadership positions for various charities and as a board member for several significant endowments and foundations.

NAPFA Start Date

July 12, 2007

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This Office

28871 Center Ridge Road Suite 102 Westlake, OH 44145-5271 Phone: (440) 235-2100 Fax: (866) 217-9609