A family firm that puts your family first.
What makes us different?
Multi-generational financial guidance
You’re balancing your own goals with the needs of your kids and your parents. We help you support the people you love without losing sight of your own financial well-being.
Small by choice, so you always come first
We’ve built a firm that prioritizes depth over volume — serving fewer families so we can give each one the time, attention, and care they truly deserve.
No templates. No shortcuts.
We take the time to understand your values and goals before offering advice. Your plan is designed just for you — because no two families are the same.
We out-care the competition
Our clients tell us they feel seen, heard, and supported — not just financially, but personally. We build real relationships and show up for your family like we would our own.
Built-in tax strategy
Growing your wealth is important, but keeping it is just as critical. We integrate tax strategy into your overall financial plan, helping you minimize unnecessary tax burdens now and in retirement.
A best-in-class support team
We know getting started can feel overwhelming. From the first call to every document and form, our team makes the process feel simple, seamless, and stress-free.
Proactive communication
Your finances are too important to feel like you’re managing them alone. We’re here when you need us, keep you updated on what matters, and ensure you always know where you stand.
Here whenever you need us
You don’t want to wait for an annual meeting to talk to your advisor. We’re always available to answer your questions, address your concerns, and help you make good financial decisions.
We help successful families like yours make smart financial decisions so you can focus on what matters most: taking care of the people you love.
What we want for you
- Confidence
that you’re making the right financial choices without second-guessing yourself
- Less time spent worrying
about taxes, investments, and the markets — and more time for what matters most
- A trusted team
who listens, follows through, and truly knows your family
- A clear plan
for retirement, even while balancing your kids, your parents, and rising expenses
- Ongoing support
to keep you moving forward, so your time is spent living, not looking back
Why should you trust us?
- CFA® Designation
Our team includes CFA Charterholders — a designation known for its rigor and deep expertise in portfolio management, security analysis, performance measurement, and managing risk.
- CFP® Professionals
As Certified Financial Planners, we’re trained to guide you through every aspect of your financial life with clarity, care, and long-term perspective.
- In-House Investment Management
We don’t outsource your portfolio. Your investments are managed by the same people who know you and your goals.
- Fee-Only Structure
We don’t sell products or take commissions. Our transparent, fee-only model means we’re here to serve your best interests, not someone else’s bottom line.
- True Fiduciary Commitment
As fiduciaries, we always act in your best interest, helping you make decisions with clarity and confidence.
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.
What if your financial team felt more like family?
At Brady Family Wealth, you won’t just get a plan. You’ll get a team who knows and cares about you and your family — and supports you every step of the way.
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.
