Why Brady Family Wealth
Think about it. You would never work with a doctor who did not have the intellectual capability and training to make an accurate diagnosis. Similarly, you would probably not work with someone who lacked the emotional intelligence to understand your thoughts and feelings that could affect you during treatment.
Why should managing your wealth be any different from managing your health? Actually, the process and emotional journey involved are remarkably similar.
Our Qualifications
CHARTERED FINANCIAL ANALYST®
Now more than ever, we believe investors need a standard with which to evaluate the knowledge, integrity, and professionalism of the individuals whom they trust to manage their financial assets. That standard is the Chartered Financial Analyst (CFA) designation.
The CFA Charter requires its candidates to master a rigorous curriculum that covers a broad range of investment-related subject areas such as investment valuation, portfolio management, and asset allocation.
Fewer than 1 in 5 candidates becomes a CFA Charterholder. It takes an average of over 1,000 hours of rigorous study along with four years of professional experience to earn the distinction of being called a CFA Charterholder.
Tom Brady became a CFA Charterholder in 1990.
Andrew Brady became a CFA Charterholder in 2018.
Whereas there are tens of thousands of finance degrees available aroud the world, ranging from the excellent to the worthless, there is only one CFA. The CFA is the Gold Standard.
– The Economist
CERTIFIED FINANCIAL PLANNER®
Most people think that all financial planners are “certified”, but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification marks.
Given by the Certified Financial Planner Board of Standards, Inc., the CFP® certification is one of the most recognized certifications in the financial services industry.
As Certified Financial Planner® professionals, Tom Brady and Michael Brady have demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for their clients.
Chartered RETIREMENT PLANNING COUNSELOR®
This CRPC designation enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, including sources of retirement income, personal savings, income taxes, estate planning, and more.
Michael Brady earned his CRPC designation in 2017.
