Melody Brady, MBA, CFP®
Most high earners don’t know when they can actually stop working. I fix that.
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Serving Clients Nationwide
Most high earners don’t know when they can actually stop working. I fix that.
Areas of Focus
- Education Funding
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Family and Money
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Investment Management
- Loss of Spouse or Partner
- Multi-Generational Wealth
- Retirement Planning
- Socially Responsible Investing
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Women & Wealth
- Work from Home
About Melody Brady, MBA, CFP®
Hi, I’m Melody Brady, Wealth CFO at Forefront Wealth Partners.Everything you need to know about me, you’d probably learn over coffee and a great conversation—I love connecting with people, understanding their stories, and helping them build a financial future that feels both exciting and secure.
I didn’t grow up talking about investments at the dinner table. As a first-generation American, I saw firsthand how financial knowledge (or the lack of it) can shape someone’s life. A pivotal moment came in college when a classmate casually shared advice from her parents about money—advice I hadn’t received but wished I had. That moment sparked my passion for financial planning, and I’ve spent my career making sure others don’t have to navigate those questions alone.
I’ve worked with professionals, business owners, and families who want to make smart money moves without feeling overwhelmed. My approach is simple: I take the complexity out of financial planning so my clients can focus on what truly matters—whether that’s growing their business, spending time with family, or planning for a fulfilling retirement.
Joining Forefront was a natural next step for me. It’s a firm built on real relationships, where clients aren’t just numbers on a spreadsheet—they’re part of the family. And when you work with me, that’s exactly how I want you to feel: supported, informed, and empowered to make the best financial decisions for your future.
➕ LEARN MORE ABOUT ME
If you had an extra hour to yourself in the morning, how would you spend it?
I’d enjoy a quiet cup of coffee (before the kids wake up!), take a walk, and reflect on what’s ahead for the day.
What’s the most likely place people could find you on a Saturday night?
Curled up with a good book, watching a favorite show, or enjoying quality time with my family—probably chasing my little ones around!
Which would you pick: Living on the beach or living near the mountains?
Mountains. There’s something about the fresh air, the quiet, and the endless views that feels grounding.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
Health and happiness for my family, financial security for future generations, and the ability to make a meaningful impact on people’s lives.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Trust yourself, don’t be afraid to ask questions, and the right people will show up when you need them. Also, start
investing sooner!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
Financial Planning Association
- The AGC
Primary Location
6605 Longshore Street, Suite 240, Dublin, OH 43017-2774
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
- Pro Bono
What to expect in the first meeting
I know that navigating financial decisions—whether it’s retirement planning, growing your business, reducing taxes, or protecting your family’s future—can feel overwhelming. That’s why this first meeting is all about you.In our conversation, we’ll:
✅ Talk about what’s on your mind – Whether you have a specific concern or just want to explore if financial planning is right for you, this is a no-pressure conversation.
✅ Get to know each other – I’ll share a bit about my approach to financial planning, and you can decide if working together feels like a good fit.
✅ Outline your next steps – If we both agree there’s value in continuing the conversation, I’ll explain what that looks like and how we can move forward.
This is a chance for us to connect and see if I can help you simplify your financial life and build a strategy that supports your biggest goals.
No commitments, no sales pitch—just a friendly conversation to explore your options.
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Forefront Wealth Partners
Wealth Creation is a path paved with intention, strategy, and action. Forefront Wealth Partners is here to empower you to confidently arrive at True Wealth.What Does Financial Freedom Look Like For You?
At the core, True Wealth creates the freedoms of time, money, and relationships to live a life you love.
⏱️ TIME: In life, you dedicate a significant amount of time to earning. The traditional definition of wealth is, “How long can you maintain your lifestyle without earning?” Imagine what your life could be when what you earn is not a direct product of your time.
💰 MONEY: Money worries are normal. You work hard to create a good life, but often feel like you are one life event from chaos. Having a plan that helps you understand money while prioritizing stability on the path to prosperity can bring you peace of mind.
🧑🤝🧑RELATIONSHIPS: Your loved ones are worth more than gold. Spending quality time with them may come second to supporting them. Having a strategic approach to your finances can free up the time and money to invest more time being present with the ones you love, while securing a legacy for them.
This Step to True Wealth is Simple: Contact Us.
✅ You’ll Build True Wealth Intentionally with Passion, Consistency, and Our Guidance.
✅ We Empower People Like You Every Day.
Forefront Wealth Partners is here to ensure that you thrive on your path to True Wealth. You’ll receive our very best Financial Planning, Education, and Investment Management guidance at every turn because we are passionate about your future.
Education
California State University, Northridge, Bachelor of Science - BS, Finance, General | South University, MBA, Finance
Hobbies and Interests
- Animal Rescue
- Camping
- Church
- Cooking
- Eating Out
- Entertaining
- Exercising
- Family
- Grilling
- Hiking
- Movies
- Music
- Reading
- Relaxing
- Shopping
- Television
- Theater
- Traveling
- Volunteering
- Walking
- Wine
- Working Out
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Blended Family
- Business Owners
- Christians
- College Graduates
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Government Employees
- Healthcare Professionals
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Physicians
- Remote Workers
- Sales Professionals
- Single Women
- Technology Professionals
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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