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Helping families make smart financial decisions.

Your parents, your kids, your future — we help you balance it all.

What makes us different
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Make the Most of Your Money

You’re not sure if your money is working as hard as it could be.

We set you up for success by helping you optimize your investments, reduce taxes, and make smart financial moves aligned with your goals.

Avoid
Mistakes

There is less time to course-correct, and every decision matters.

With a thoughtful strategy and proactive planning, we help you avoid costly financial mistakes and make the most of your wealth.

Save Worry
and Time

Between your career and your family, your plate is already full.

From retirement planning to investments, we make sure your money is working efficiently — so you can focus on what matters most.

Learn more about how we help
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A family firm that puts your family first

We’re a family-run firm built on strong relationships and personal service. We know that financial decisions aren’t just about money — they’re about protecting and providing for the people you love. That’s why we treat every client like family, offering the same level of care, trust, and thoughtful guidance we’d want for our own.

Meet the Team
“They set us up with a plan that works and we feel very comfortable about our financial future! They are compassionate about their clients success!”
Terri B.St. Louis, MO
“The Brady Family Wealth Team has provided me with exceptional service, and I always feel comfortable about my financial goals after meeting with them. I appreciate their continued communication throughout the year. This is a quality and first class financial team and am fortunate to have their services.”
Elizabeth M.St. Louis, MO
“I am very impressed with Brady Wealth Management. The entire team is responsive and relatable. They make a difficult topic easy to understand and are always willing to help.”
Beth L.Palm Coast, FL
“They really make it easy for me to understand what they are doing for me. They don't just throw out a bunch of numbers to you. They explain things on my level. They all go way above what most financial companies do.”
Robyn C.St. Louis, MO
“I feel we have a solid strategy in place to meet my financial needs. I like the smaller, family oriented approach. I feel like I can ask them anything and get a well thought out response.”
Brian D.Dallas, TX
“Trust is an extremely important component of a client/advisor relationship. I was fortunate to find an advisor where that trust extends across every member of the Brady Family Wealth Team.

I’m not just an account number to them. They know me, they know my family, and they know what I want with my financial plan. We have worked together from day one to create not only a plan, but more importantly, a trusting friendship.”
John F.St. Louis, MO
“Guidance received enabled us to effectively prepare for retirement and make that transition. We've appreciated the time taken over the years to learn about us personally and tailor our plan and portfolio accordingly.”
Gary & Lori K.St. Louis, MO
“You don't just trust anyone with your hard earned life savings! EVERYONE in Brady Family Wealth is accessible at any time for us and they think through each person’s circumstances thoroughly before advising one way or another. I never feel like a client, I always feel like a friend that they truly care about.”
Jean H.St. Louis, MO
“Easy to talk to. Easy to understand. Respectful of my positions.”
- Jim G.St. Louis, MO

These testimonials have been provided by clients of Brady Family Wealth. They have not been compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. Individual comments may not be representative of any other person’s experience with the firm.

Client stories

Read the Full Story
Case Study: Bill and Mary - Turning Multi-Million Dollar Businesses Into a Lakeside Family Legacy
Read the Full Story
Case Study: The Walsh Family - Transforming an Entire Family's Financial Future
Read the Full Story
Case Study: Phil and Susan - How We Helped Two Career Scientists Optimize Every Retirement Dollar
Read the Full Story
Case Study: Carl & Angela - From Successful Doctor to World Traveler
Read the Full Story
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Your family’s finances deserve a family-focused approach.

We understand that financial decisions don’t just affect you — they impact the people who matter most. Let’s talk about a plan that puts your family first.

Schedule a no-cost, no-obligation, no-pressure meeting to tell us about yourself, ask your questions, and decide if we’re a good fit.

Schedule Your Meeting
Prepare with care guide cover

Are you ready to help your parents as they age?

  • Do you know where important documents and account information are kept?
  • Do you know their preferences — and have a plan in place

Even if they are fit and healthy, the best time to get organized is now — while your parents can plan with you. The Prepare with Care guide helps you gather what matters, answer the right questions, and make sure nothing gets missed.

Get your free guide