Business Details
Your Trusted Partner for Financial Planning in Westlake, OH
Michael Brady & Co. & Co. is an independent financial planning and investment management firm dedicated to helping individuals and families navigate their transition into retirement and beyond. We operate as fiduciaries, legally bound to act in our clients' best interests at all times. Our advice is tailored to each family's unique financial needs, goals, and circumstances, ensuring personalized solutions that align with their specific situation. As a Fee-Only advisory firm, we are compensated solely by direct fees paid by our clients, eliminating conflicts of interest by not selling investment or insurance products. We integrate financial planning with investment portfolio management to ensure all goals influence portfolio construction.With over 30 years of experience, our team has guided multi-generational families in consolidating and simplifying their financial lives. We maintain a fiduciary standard for all clients and hold certifications such as Certified Financial Planner (CFP). Our approach combines disciplined asset management principles with diversified strategies to meet long-term objectives while minimizing costs. We are accredited by the Better Business Bureau with an A+ rating and recognized as a Trusted Advisor by investor.com. Our team's expertise spans working with business owners, professionals, and executives from major corporations and institutions.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Legacy Strategy
Risk Assessment
Portfolio Rebalancing
Asset Allocation
Highlights and features
- We always act as fiduciaries, legally required to prioritize client interests
- Our advice is tailored to your family's unique financial circumstances
- Fee-Only structure ensures no conflicts of interest from product sales
- Integrated approach aligns financial plans with investment portfolios
- 30+ years of experience managing multi-generational wealth
Associations and certifications
- Better Business Bureau
- investor.com Trusted Advisor
Services
Financial Planning
Our comprehensive financial planning process organizes your financial information to enable meaningful decisions about your future. We conduct data gathering, goal discussions, and financial position reviews to create personalized roadmaps. This service helps clients transition into retirement with confidence through structured strategies tailored to their unique circumstances.
Investment Management
Our Disciplined Asset Management approach creates diversified portfolios aligned with your goals and risk tolerance. We evaluate investment managers, monitor activity, and rebalance portfolios to maintain optimal performance. This service integrates with financial planning to ensure investments directly support your long-term objectives.
Retirement Planning
We help clients maximize Social Security benefits, review Medicare options, and create lifetime income strategies. Our planning ensures you won't outlive savings while keeping pace with living cost increases. We provide specialized guidance for pre-retirees and executives from major corporations and institutions.
Estate Planning
We review and align estate documents like wills, trusts, and powers of attorney with your beneficiaries. Our service ensures your legacy passes to chosen recipients while addressing tax implications. We help clients create comprehensive plans for multi-generational wealth transfer.
Tax Planning
Our tax planning develops strategies to minimize lifetime tax liabilities while creating efficient distribution strategies. We monitor tax law changes to ensure compliance and optimize your financial position. This service integrates with overall wealth management to maximize after-tax returns.
People
Mike Brady
Founder and Financial Advisor
Mike Brady, CFP has guided multi-generational families in wealth management for over 30 years. A finance graduate from Ohio State University and Cleveland State University MBA holder, he lectures on financial topics and advises executives from major corporations. He holds leadership roles in charitable organizations and received the Silver Beaver Award for scouting service.
Cameron Brady
Partner and Financial Advisor
Cameron Brady, CFP partners with his father to help families transition into retirement. A Saint Joseph's University graduate and CERTIFIED FINANCIAL PLANNER, he previously worked in Chicago before joining the family firm. He combines personal experience with professional expertise to create actionable financial plans for clients.
Woodie Brady
Chief Security Officer
Woodie Brady, an aussiedoodle, serves as Chief Security Officer. He contributes security articles to the newsletter, reminding clients about password changes and data protection. He patrols the office while balancing napping, eating, and chewing his favorite bone between security duties.
Questions
What services does Michael Brady & Co. & Co. & Co. offer?
We provide comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, and legacy strategy services for families transitioning into retirement.
Are you legally required to act in clients' best interests?
Yes, we always act as fiduciaries, legally obligated to prioritize client interests above all else with no exceptions to this standard.
How are your advisory fees structured?
We operate as a Fee-Only firm with transparent pricing: 1.00% for $250k-$1M, 0.80% for $1M-$3M, 0.70% for $3M-$5M, and 0.60% for over $5M in investable assets.
What qualifications do your advisors hold?
Our advisors hold Certified Financial Planner (CFP) designations and have decades of combined experience working with multi-generational families and executives from major corporations.
How often do you review client portfolios?
We conduct semi-annual review meetings to monitor progress, adjust strategies, and ensure continued alignment with clients' evolving financial goals and market conditions.
