Michael Brady

Our Mission

Michael Brady & Co. is an independent financial planning and investment management firm founded on the principle of empowering individuals and families to achieve financial security and peace of mind. Our mission is to be your trusted partner throughout all phases of your life, guiding you towards a fulfilling retirement and ensuring that your hard-earned wealth works diligently for your future.

The Michael Brady & Co. Difference: A Foundation Built on Integrity and Transparency

We distinguish ourselves through our unwavering commitment to acting as fiduciaries. This means that we are legally obligated to put your best interests above all else. Every decision we make, every recommendation we offer, and every investment strategy we develop is guided by this principle. We understand that your financial situation is unique, and we take a personalized approach to financial planning. Instead of offering generic solutions, we take the time to truly understand your goals, dreams, and concerns. We work collaboratively with you to develop a comprehensive financial roadmap tailored to your individual needs and circumstances. Transparency is paramount to our philosophy. We believe that you deserve to fully understand the reasoning behind our recommendations and the costs associated with our services.

We operate as a Fee-Only advisory firm, meaning our compensation comes solely from the fees you pay us. This structure eliminates any potential for conflicts of interest, ensuring that our advice is always objective and unbiased.

Our Approach to Financial Planning

At Michael Brady & Co., we take a holistic approach to financial planning, integrating a variety of specialized services to address every aspect of your financial well-being. Our comprehensive planning process begins with a thorough understanding of your current financial standing and your aspirations for the future. We delve into your income, expenses, assets, debts, and risk tolerance to gain a complete picture of your financial landscape. Together, we set clear and achievable goals, creating a roadmap for your financial success.

Retirement Planning: Securing Your Golden Years

Planning for retirement is a critical step towards securing a comfortable and fulfilling future. We help you maximize your Social Security benefits, explore retirement income options, and develop strategies to ensure that you maintain your desired lifestyle throughout your retirement years.

Investment Management: Growing Your Wealth Prudently

We employ a disciplined asset management approach (ADAM) designed to achieve your investment goals while minimizing risk. Through careful analysis and strategic diversification, we construct a portfolio tailored to your specific needs and risk tolerance. We continuously monitor your investments, making adjustments as needed to ensure that your portfolio remains aligned with your objectives.

Insurance Planning: Protecting What Matters Most

Insurance plays a vital role in safeguarding your financial well-being against unforeseen events. We assess your insurance needs, helping you select appropriate coverage for life, long-term care, property, casualty, and disability.

Estate Planning

Our estate planning services ensure that your assets are distributed according to your wishes and that your loved ones are protected. We work with you to develop a comprehensive estate plan, including wills, trusts, and powers of attorney.

Tax Planning: Minimizing Your Tax Burden

We develop tailored tax strategies to minimize your tax liability throughout your lifetime and ensure a smooth succession of assets to your heirs.

Legacy Planning: Creating a Lasting Impact

We assist you with creating a meaningful legacy by identifying charitable causes and philanthropic endeavors that align with your values.

Meet the Team

Our team of financial advisors is dedicated to providing you with exceptional service and personalized guidance. We combine extensive experience, a deep understanding of complex financial concepts, and a genuine commitment to your well-being.

Begin Your Journey Toward Financial Freedom

At Michael Brady & Co., we believe that everyone deserves to live a life free from financial worry. We invite you to connect with us and embark on a journey towards achieving your financial dreams.