Financial Advisor | Retirement Planning | Westlake, OH — Michael Brady Co. LLC

Web Name: Financial Advisor | Retirement Planning | Westlake, OH — Michael Brady Co. LLC

WebSite: http://michaelbradyco.com

ID:248437

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Planning,Westlake,Retirement,Financial,Advisor,Co,LLC,Brady,

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Planting a Seed…


So You Can Pursue Your Passions in LifeTo Live the Retirement You’ve Always Dreamed OfTo Cultivate the Best Life Experiences ImaginableTo Spend Time On What Truly Matters in LifeSo You Have Peace of Mind in Retirement

Michael Brady Co. is an independent financial planning and investment management firm specializing in helping individuals and families confidently navigate their transition into retirement and beyond.


The Michael Brady Co. DifferenceWe Always Act as Fiduciaries

This means that as your financial advisor, we are required by law to always act in our client’s best interest, no exceptions.

Our Advice is Tailored to Your Needs

Your family’s personal financial needs, goals, and objectives are unique; and our advice is tailored to meet your family’s specific circumstances.

Our Fees are simple and Transparent

We operate as a Fee-Only advisory firm, meaning, for our services we are compensated ONLY by a fee that you pay us directly.

We Avoid Conflicts of Interest

We do not sell any investment or insurance products and we do not receive any commissions or payments from anyone other than you. This helps us maintain objectivity in providing you with advice.

Ensure Your Financial Plan Works With Your Investment Management

We make sure all of your financial goals and objectives properly influence your portfolio construction so your investments help achieve your goals for you.

What We Do

The Michael Brady Co. financial planning process is designed to help clients organize their financial information so that they can start to make meaningful decisions about how they want their financial futures to look. Each component plays a key role in guiding clients down their financial road map…

Financial Planning ProcessData Gathering Goal DiscussionLet’s us get to know who you areDiscuss your goals objectivesReview your financial positionRetirement PlanningReview your cash flows (income, savings and expenses)Maximize your Social Security benefitsReview your Medicare optionsMake sure you don’t outlive your savings Provide lifetime incomeKeep pace with the rising cost of livingInvestment Management PlanningMatch your goals objectives to an investment portfolioDetermine your risk toleranceEvaluate select investment managersRebalance your portfolioMonitor your investment activityInsurance PlanningDetermine your life insurance needsDiscuss your long-term-care optionsReview your property casualty coverageReview your disability liability needsLegacy Planning
StrategyLeave a meaningful legacy to something or someone you care about deeplyEducation planning needs for your grandchildrenAlign your beneficiaries with your estate planTax PlanningDevelop strategies to minimize taxes over timeCreate your tax-efficient distribution strategyMonitor any changes in tax lawEstate PlanningReview your current estate planning documents:WillFinancial Power of AttorneyHealthcare Power of AttorneyLiving WillTrustAlign your beneficiaries with your estate planMonitoringSemi-annual review meetings to determine your progress and any changes



Schedule a time to talk
Investment ManagementOur Approach to Disciplined Asset Management™(ADAM®) is founded on the following key investment principles:


A defined set of investment objectives based on a thorough review of your investment time horizon, long-term goals and expectations, and short-term risk attitudes.

A diversified asset allocation strategy designed to meet your objectives with an acceptable amount of investment risk.

A process of evaluating and selecting investments based on factors including performance and cost reduction.

A method of carefully monitoring investment activity and adjusting and rebalancing the portfolio


Find Out Your ADAM® Risk Score


Fee-Only Advice

For our services, we are compensated by a fee that you pay us directly. We do not sell any investment or insurance products and we do not receive any commissions or payments from anyone other than you.

We work best with families who have at least $250,000 of investable assets; financial planning and investment management services are provided as a package at the following fee schedule:

Start Your Financial Plan Today

Investable AssetsFee$250,000 to $1,000,0001.00%$1,000,000 to $3,000,0000.80%$3,000,000 - $5,000,0000.70%Over $5,000,0000.60%













Meet the Team
Michael Brady, CFP®Founder and Financial AdvisorRead Bio

MIKE BRADY, CFP®has been a builder, keeper and steward of multi-generational wealth for substantial families worldwide for over 30 years. Over that time, Mr. Brady has advised, consolidated and simplified his clients’ financial lives thereby providing them with peace of mind and confidence in their financial future. He has worked with multiple generations of families to ensure their lasting legacy long into the future.

Mike is a finance graduate of The Ohio State University’s Fisher College of Business and holds an MBA in finance from Cleveland State University’s James J. Nance College of Business. He completed executive education coursework at The University of Pennsylvania’s Wharton School.

As a Certified Financial Planner™ practitioner, he works in a fiduciary capacity with his clients and practices and promotes Fee-Only financial planning and investment advisory 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 BP Oil, Northrop-Grumman, ATT, NASA, Praxair, Arcelor Mittal Steel, Walgreen Co., the U.S. Government, The Cleveland Clinic, The National Basketball Players Association, and the National Football League Players Association.

Mike is a Life 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 and has served in leadership positions for various charities and as a board member for several significant endowments and foundations.


Cameron Brady, CFP®Partner and Financial AdvisorRead Bio

CAMERON BRADY, CFP® is a partner financial advisor at Michael Brady Co., a family owned and operated financial planning and investment advisory firm. MBCo. prides itself on maintaining a fiduciary standard for all clients at all times and operating as a fee-only firm, meaning, they are only compensated by the fee their clients directly pay them. Cameron specializes in helping individuals and families navigate the transition into retirement and beyond by helping them get organized, create an actionable financial plan and implement a diversified investment portfolio designed to achieve their desired financial goals and objectives.

Cameron grew up watching his father work as a financial advisor and small business owner, helping his clients plan for the unexpected and prepare for retirement. He saw how his dad’s clients truly trusted him to handle not only their finances but also to help them maneuver life’s hardest decisions like what type of assisted living facility was best for them or how to handle the passing of a spouse. Watching the difference his dad made in a client’s life made him pursue majoring in financial planning at Saint Joseph’s University's Haub School of Business and becoming a CERTIFIED FINANCIAL PLANNER™. After starting his career in Chicago, Cameron decided it was time to team up with his dad at Michael Brady Co. and moved back home to Cleveland in 2017.

Cameron resides in Rocky River with his wife and their Aussiedoodle. He enjoys hiking in the Cuyahoga Valley National Park, boating on Lake Erie, cycling in the Metroparks, and exploring new cities and cultures abroad. Cameron is an avid outdoorsman and is always looking for his next adventure.

Fun Facts:

Climbed Mount Kilimanjaro in Tanzania Is an Eagle Scout, Class of 2005Hobbies: Hockey, Grilling/Smoking, Golf, Boating, and Brewing Beer

Cameron has been quoted in The Wall Street Journal and featured on Investopedia and Yahoo! Finance.

Mercedez Hathcock, MBADirector of OperationsRead Bio

Mercedez Hathcock, MBA joined Michael Brady Co. in 2005 to assist in meeting every client’s expectation of great service. She manages every facet of our firm's operations including client service, and assisting with technology, accounting and compliance.

Prior to joining the firm, Mercedez spent eight years in customer services with an insurance agency and completed the Registered Paraplanner™ program through the College for Financial Planning. She also has a Bachelor of Arts degree in history and liberal arts (summa cum laude) and a Master of Business Administration in Accounting (summa cum laude), both from Baldwin Wallace University.

In Mercedez’s spare time she enjoys running and hosting international students and dignitaries with the Cleveland Council on World Affairs.



Woodie BradyChief Security OfficerRead Bio

Woodie Brady is an Aussiedoodle, born on July, 27th 2019, and serves as Michael Brady Company's Chief Security Officer. From time to time, Woodie will contribute to our newsletter with security and safety-related articles that may remind you to change your password, provide steps to help keep your data private, provide information about the latest security incidents or scams that may affect you, or simply to remind you to change the battery on your smoke detector. Woodie whiles away the hours in his office on the second floor, splitting his time between his official duties patrolling the grounds, eating, napping, and chewing his favorite bone. When he’s not in the office, Woodie spends his time at puppy school, playing tug of war or fetch, working for treats, and, of course, more napping.

How to Tell If We're a Good Fit for You

As your advisor, we want to get to know you and continually keep in touch both virtually and in person. We tackle the day-to-day financial decisions so that you are free to do the things that matter most to you. We take a long-term management style towards your assets by keeping costs low while still having your assets invested in a sophisticated, state-of-the-art, investment portfolio. Our Approach to Disciplined Asset Management™(ADAM®) instills confidence in us and how we manage your money.

If you want to make sure that the advice you receive is free from bias, that your advisors are not compensated from product commissions, loads or sales charges, and that your financial plan and investment portfolio are working together – then Michael Brady Co. is a good fit for you.

Michael Brady Co. has been awarded the Trusted Advisor badge by investor.com and is also accredited by the Better Business Bureau and has an A+ rating.

Schedule a Meeting



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LOCATION

Michael Brady Co. LLC
28871 Center Ridge Road, Suite 102
Westlake, OH 44145



CONTACT

(440) 235-2100

DISCLOSURE | PRIVACY POLICY | CRS


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