Melody Brady, MBA, CFP®, ChFC®

Founder and Financial Planner at Beechmont Financial

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Beechmont Financial Melody Brady, MBA, CFP®, ChFC®
Columbus, OH

Serving Clients Nationwide

Founder and Financial Planner at Beechmont Financial

Areas of Focus

  • Budgeting
  • Choosing a Financial Advisor
  • Choosing a Financial Coach
  • Employee Benefits
  • Estate Planning
  • Faith-Based Investing
  • Family and Money
  • Financial Life Planning
  • High Net Worth
  • Inherited Wealth
  • Investment Management
  • LGBTQ Couples
  • Loss of Spouse or Partner
  • Money Psychology
  • Prioritizing Money
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Saving for College
  • Setting Up Retirement Accounts
  • Socially Responsible Investing
  • Taxes
  • Women & Wealth
  • Work from Home

About Me

Hi, I'm Melody Brady, the founder of Beechmont Financial. I'm a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Master of Business Administration (MBA)

Affiliations

  • Financial Planning Association

Primary Location

3296 Westerville Rd, Rm 10 Ste 250 Columbus, OH 43224

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Beechmont Financial, we help individuals and families live more fulfilling lives NOW and continue to plan for retirement.

We tailor the delivery of our services to meet the individual needs of our Clients. We consult with clients initially
and on an ongoing basis, through the duration of their engagement with us, to determine risk tolerance, time
horizon and other factors that may impact the Clients’ investment and/or planning needs.

Education

California State University, Northridge, Bachelor of Science - BS, Finance, General | South University, MBA, Finance

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

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