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Planting a Seed…

So You Can Pursue Your Passions in Life

To Live the Retirement You’ve Always Dreamed Of

To Cultivate the Best Life Experiences Imaginable

To Spend Time On What Truly Matters in Life

So You Have Peace of Mind in Retirement

Photo of the Michael Brady & Co employees: Cameron Brady, Mercedez Hathcock, and Michael Brady

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. Difference

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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 Process

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Data Gathering & Goal Discussion

  • Let’s us get to know who you are
  • Discuss your goals & objectives
  • Review your financial position
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Retirement Planning

  • Review your cash flows (income, savings and expenses)
  • Maximize your Social Security benefits
  • Review your Medicare options
  • Make sure you don’t outlive your savings
  • Provide lifetime income
  • Keep pace with the rising cost of living
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Investment Management & Planning

  • Match your goals & objectives to an investment portfolio
  • Determine your risk tolerance
  • Evaluate & select investment managers
  • Rebalance your portfolio
  • Monitor your investment activity
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Insurance Planning

  • Determine your life insurance needs
  • Discuss your long-term-care options
  • Review your property & casualty coverage
  • Review your disability & liability needs
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Legacy Planning
& Strategy

  • Leave a meaningful legacy to something or someone you care about deeply
  • Education planning needs for your grandchildren
  • Align your beneficiaries with your estate plan
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Tax Planning

  • Develop strategies to minimize
  • taxes over time
  • Create your tax-efficient
  • distribution strategy
  • Monitor any changes in tax law
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Estate Planning

  • Review your current estate planning documents:
    • Will 
    • Financial Power of Attorney 
    • Healthcare Power of Attorney 
    • Living Will 
    • Trust
  • Align your beneficiaries with your estate plan
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Monitoring

  • Semi-annual review meetings to determine your progress and any changes



Schedule a time to talk

Investment Management

Our Approach to Disciplined Asset Management™(ADAM®) is founded on the following key investment principles:


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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.

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

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

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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.

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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 Assets

Fee

$250,000 to $1,000,000
1.00%
$1,000,000 to $3,000,000
0.80%
$3,000,000 - $5,000,000
0.70%
Over $5,000,000
0.60%













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Meet the Team

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Michael Brady, CFP®

Founder and Financial Advisor
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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, AT&T, 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® Photo

Cameron Brady, CFP®

Partner and Financial Advisor
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CAMERON BRADY, CFP® is a partner & financial advisor at Michael Brady & Co., a family owned and operated financial planning and investment advisory firm. MB&Co. 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 2005
  • Hobbies: Hockey, Grilling/Smoking, Golf, Boating, and Brewing Beer

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

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Mercedez Hathcock, MBA

Director of Operations
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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.



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Woodie Brady

Chief Security Officer
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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.


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