Melody Brady, CFP^®

Financial Advisor

Beechmont Financial

1733 W Lane Ave, #33
Columbus, OH 43221

FINANCIAL ADVISOR'S WEBSITE

www.beechmontfinancial.com

(614) 547-3707 CONNECT WITH Melody

Minimums

HOUSEHOLD INCOME MINIMUM

$0,001

Investable Asset Minimum

No Minimum

My Links

Website

General

Melody Brady is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beechmont Financial in Columbus, OH and the surrounding communities.

Financial Advisor Overview

At Beechmont Financial, my focus is on providing personalized, client-centered financial planning that goes beyond the numbers. I understand the challenges of balancing a demanding career with personal life because I live it every day as a mother and entrepreneur. My approach is all about creating clear, actionable plans that help my clients thrive today while securing their future. Whether it’s retirement planning, managing executive compensation, or preparing for life’s unexpected events, my goal is to make financial planning both accessible and empowering.

Financial Advisor Experience

With over a decade of experience in the financial industry, I have honed my expertise in helping mid-career professionals and executives navigate the complexities of their financial lives. As a CERTIFIED FINANCIAL PLANNER™ professional, I’ve worked with clients across various stages of life, from building wealth to planning for retirement. My journey began at a local credit union, where I developed a passion for holistic financial planning, and has since evolved into the creation of my own firm, Beechmont Financial, after relocating from Austin, TX to Columbus, OH.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances