Financial Advice that Makes the Complex Simple.
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
Best piece of financial advice you received:
“Save once now or twice later”
“A conductor’s true greatness is measured by her ability to bring out the best in others.”
“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
It was my most painful and slowest time. I wanted to quit every step of the way, but I finished.