Financial Advice that Makes the Complex Simple.
About Brady
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Brady’s entrepreneurial experience dates back more than two decades, to when he owned his own practice. As a Wealth Strategist, he now focuses on guiding founder-CEOs nationwide in strategizing the next steps in their evolution.
A Chartered Advisor in Philanthropy®, Certified Exit Planner™, CERTIFIED FINANCIAL PLANNER®, Accredited Estate Planner® and Certified Private Wealth Advisor®, Brady has a knack for asking thought-provoking questions to clients that help lead them toward their path to freedom.
A University of Nebraska-Lincoln graduate and active member of his local community, Brady serves on the Omaha Community Foundation board and serves as the Chair of the Omaha Venture Group – an organization with a mission to develop professionals passionate about community giving.
Outside the office, Brady can often be found planning or going on a trip to the beach with his partner, Natalie. They also spend a good deal of time supporting their daughter, Kennady, in all her teenage pursuits.
Brady Marlow is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Advisor Networks or its registered representatives.
Best piece of financial advice you received:
“Save once now or twice later”
Favorite quote:
“A conductor’s true greatness is measured by her ability to bring out the best in others.”
Favorite book:
“Extremely Loud & Incredibly Close” by Jonathan Safran Foer
Favorite movie or TV show:
“The Pursuit of Happyness” – I cry every time.
What motivates you:
Innovation – the thought of what is possible
Something on your bucket list:
Travel to space
Biggest accomplishment:
It was my most painful and slowest time. I wanted to quit every step of the way, but I finished.
