WE WORK TO BUILD YOUR FUTURE

Our firm was founded in 2002 to bring concierge-level service to the financial industry.

Our mission

To be a trusted source of financial knowledge and leadership for our clients.

Our Vision

To simplify our client’s financial lives and increase their confidence for a successful future.

OUR CORE VALUES

Integrity

We offer clear, objective financial advice. We consider ourselves stewards of your money; our recommendations are designed to help you grow, preserve, and eventually transfer your wealth consistent with your goals and objectives.

Independence

We work for you, not some faceless brokerage. That means we pursue your interests. We can choose from a wide variety of products to recommend what fits your needs.

Commitment

We pledge to stay up to date on investment and tax strategies.

Responsiveness

We pride ourselves on prompt attention to your needs.

Diligence

Also known as perseverance, work ethic, drive, passion or resourcefulness; to us it means… we get the job done!

Excellence

We’ll exceed your expectations and pay attention to the details.

OUR PRESIDENT AND FOUNDER

Christopher T. Brady has been in the financial services industry since 1997. He has a Bachelor’s Degree in Finance from the University of Wisconsin – Whitewater and holds FINRA Series 7, 9, 10, 63, and 66 securities licenses along with Health Insurance, Life Insurance and Variable Annuity licenses. He’s a Certified Financial Planner™ practitioner and is a member of Ed Slott’s Master Elite IRA Advisor Group℠

When he’s not in the office, Chris can be found training for triathlons—running, swimming, and biking—and spending time with his wife, Cristel, and their two girls.

 

"Investing is like running a marathon, you have great miles and painful-challenging ones, you may get leg cramps, fatigue or hit "the wall". The same is true with investments; during the good years investing is easy, returns accumulate without much effort. To endure the difficult years, investors need help to maintain focus, eliminate doubts, overcome fears and stay the course towards their investment goals. At Brady Financial we lead you to the finish line. It’s time to smile!”