Multi-Generational Wealth Management in Cleveland, Ohio

Benefits of Working With a Fiduciary

Your family's personal financial needs, goals and objectives are unique and our advice is tailored to meet your family's unique circumstances. We will educate you so that you always understand the advice you are given. You and your family will understand your unique financial situation and the future consequences of the decisions you make. Staying informed as you work towards your family’s goals and objectives increase your chances of achieving them. To track your goals, we will measure your progress compared to your unique goals and objectives, not against a market index.

You can sleep at night knowing that you are working in partnership with a team of professionals who understand your unique needs and situation and are dedicated to helping you achieve your personal objectives. When you leave the planning to us, you and your family can enjoy an enhanced sense of security and a more fulfilling, purpose-filled life.

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. 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, pension-quality program. 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 advisors are not affiliated with the products they recommend - then Michael Brady & Co. is a good fit for you.

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Financial Planning

We work with you to create your Financial Road Map using a goals-based approach to outline your current financial position and model what the future might look like. We then help you implement solutions to provide the best opportunity for those goals to become reality. We utilize the latest technology like our Personal Financial Organizer (MyPFO) to help aggregate all of your financial and personal data to provide you with the most accurate and personalized Financial Road Map, which can be accessed on your desktop as well as mobile devices. We will also use MyPFO as our central hub for sharing documents via a secured Vault as well as share tasks, activities, and recommendations.

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Your Financial Road Map may include the following:

Budgeting, Cash Flow, and Debt Analysis

Net Worth Review

Asset Allocation & Asset Location Review

Education Planning

Insurance Analysis

Retirement Planning

Employee Benefit Review 

Long-Term Care Planning

Estate, Asset Protection, Charitable Gifting Planning & Review 

Tax Planning

Business Planning 

Social Security & Medicare Analysis

Investment Management

Our 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

Financial Planning Services are provided on an hourly fee-for-time basis.  Our fee is $250 per hour for services provided by our Certified Financial Planner™ professionals.  We may waive fees for Financial Planning Services for clients for whom we provide Investment Management Services.

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My Personal Financial Organizer

In our search to consistently provide world class service to our clients we have created a state of the art web portal called My Personal Financial Organizer or MyPFO for short. MyPFO allows you to aggregate all of your financial accounts to provide you with a consolidated view of your financial picture in a secure location. Whether it be your mortgage, checking account, 529s, or your 401(k) at work, you will be able to see all of these accounts in MyPFO.

We will also use MyPFO to build and update your Financial Road Map. The Financial Road Map is your personalized financial plan that we will use to track your progress on achieving your specific financial goals. Want to know how funding your child's education will affect your retirement goals? The Financial Road Map will help us answer that question. Since you have already given us the vital information needed to answer that question, via MyPFO, we will be able to run a simulation and see in real time the effects of funding those future education costs has on your other goals.  

Log In to MyPFO 

Create Your MyPFO

Meet The Team 

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