Thomas Brady is a CFP® and CFA® credentialed advisor with 24 years of industry experience. He is a principal at Brady Family Wealth, LLC, where he has worked since 2021, and he has also been associated with Wells Fargo Advisors LLC since 2009. Additionally, he serves as a co-trustee for children in an investment-related capacity. Brady Family Wealth serves a diverse client base including individuals, families, foundations, and business entities by providing investment and wealth management, financial planning, and fiduciary services. The firm employs a fee-only, percentage-of-assets model and utilizes both discretionary and non-discretionary portfolio management to deliver tax-aware, risk-adjusted asset allocations.

Michael Brady is a CFP® with 12 years of experience in the financial industry. He is currently with Brady Family Wealth, LLC, where he has worked since 2023, following seven years at Wells Fargo Clearing. Outside of his advisory role, he serves on a high school advancement committee focused on promoting the school and fundraising. Brady Family Wealth, LLC serves individuals, families, foundations, and various business entities by providing investment and wealth management, financial planning, and consulting services. The firm employs a fee-only model, offers both discretionary and non-discretionary portfolio management, and utilizes tax-aware, risk-adjusted asset allocations combining active and passive strategies.