The Michael Brady & Co. Difference

Not all financial advisors are created equal, and there are many different kinds of professionals that call themselves quote unquote financial advisors.  At Michael Brady & Co. we have 5 pillars that we believe differentiate us from the field.  We call them the Michael Brady & Company Difference.

Our first pillar is that We Always Act as Fiduciaries.  This means that as your financial advisor, we are required by law to always act in your best interest, no exceptions.  Most advisors will not put this burden on themselves, but we believe that when it comes to your life savings, it’s worth working with a fiduciary advisor.

The second pillar is that Our Advice is Tailored to Your Needs.  Your family’s personal financial needs, goals and objectives are unique; our advice is tailored to meet your family’s specific circumstances.

Our third pillar is that Our Fees are Simple and Transparent.  We operate as a Fee-Only firm, meaning, for our services we are compensated ONLY by the fee that you pay us directly.  

The fourth pillar in the MB&Co Difference is 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.

And lastly, We 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.

If you and your life savings are being ignored or feeling taken advantage of, come join our family.  We are a family-owned financial planning and investment firm who promise to treat you like family.  No products.  No hard sell.  No gimmicks.  Just honest advice based on four decades of experience.