Michael Brady is a CFP® with 41 years of experience in financial advising. He has led Michael Brady & Co., LLC since 2004, serving clients primarily in Westlake, OH. The firm provides fee-only financial planning and discretionary investment management for individual pre-retirees and retirees, managing approximately $248.6 million in assets for about 218 clients. The firm emphasizes a strategic, globally diversified asset allocation using low-fee mutual funds and ETFs within a buy-and-hold framework, supplemented by third-party research and sub-advisors for tactical mandates when appropriate.

Cameron Brady is a CFP® with 12 years of industry experience, currently serving at Michael Brady & Co., LLC since 2017. Prior to this, he worked at CliftonLarsonAllen Wealth Advisors LLC for three years. The firm provides fee-only financial planning and discretionary investment management primarily for individual pre-retirees and retirees, managing approximately $248.6 million in discretionary assets. Michael Brady & Co., LLC employs a globally diversified, buy-and-hold investment approach using low-fee mutual funds and ETFs, supplemented by third-party research and occasional tactical mandates through sub-advisors.