Brady McArdle (CFP®)

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

Business Owners

Cash Flow/Budgets/Credit Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Planning Specialties

Brady works with individuals and families to help them achieve their financial goals and dreams. Brady works with individuals from many different professions, but in particular he tends to work with a lot of medical and dental professionals.

New clients typically start with an Initial Financial Overview. This is a complete review of their financial situation. We look at the assets, liabilities, income and expenses. Then we can begin the process of running cash flow projections, risk management scenarios, estate planning and tax planning. In addition, a deep review of the investment portfolio is provided.

Once the Initial Financial Overview is complete, clients can then determine if they want to work with Galecki on an ongoing basis. For those individuals or families, we typically meet 3-4 times per year to look at the areas of financial planning that are impacting their loves the most. This could be college planning, retirement planning, cash flow planning, estate planning, risk management, or tax planning. To learn more, visit www.galecki.com and schedule your initial meeting.

Additional Information

Brady McArdle, CFP®, is a Financial Planner with Galecki Financial Management and serves on the firm’s investment committee. He works closely with clients to review and manage their portfolios and provide financial planning.

Brady earned his bachelor’s degree from the Purdue University School of Science in May 1996. Upon graduation, he joined Self Trading Securities, Inc., as a trading consultant. Brady joined Charles Schwab & Co. Inc. in 1999 as a registered representative in the Fishers, Indiana. regional office. He worked as a Platinum team member serving clients with household assets of more than $1 million. In 2000, Brady transferred to Schwab’s Fort Wayne office and began work as an Investment Specialist.

Schwab closed its Fort Wayne office in 2004, and Brady spent the next two years with two small Registered Investment Advisors and then as Supervising Principal and RIA Manager for Oberlin Financial Corp (now LPL). In May 2006, Brady launched McArdle Financial, LLC. which conducted financial planning and asset management services in a Fee- Only environment. In 2007 Brady joined Galecki Financial Management, bringing more than 15 years of diverse industry experience to the firm.

Brady has a blended family of 6 children with his wife Brigid and enjoys spending time with his family, playing golf, running, tennis and coaching tennis at Bishop Luers High School.

PROFESSIONAL HIGHLIGHTS

Financial Planning Certificate, Kaplan University, The School of Continuing and Professional Studies, 2006
Chief Compliance Officer
President for the Midwest Board of Directors for NAPFA (National Association of Professional Financial Advisors)
Board Member for the Fort Wayne Country Club