Melody Brady, MBA, CFP®, ChFC®
Thrive Today, Secure Tomorrow
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Beechmont Financial
Melody Brady, MBA, CFP®, ChFC®
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Advisor
Serving Clients Nationwide
Thrive Today, Secure Tomorrow
Areas of Focus
- Capital Gains
- Cash Flow
- Catholic Values Investing
- Choosing a Financial Advisor
- Compensation Planning
- Education Funding
- Education Needs and Funding Analysis
- Education Tax Deduction and Credit Planning
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Faith-Based Investing
- Family and Money
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Investing
- 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
- Side Hustles
- Socially Responsible Investing
- Taxes
- Travel
- Women & Wealth
- Work from Home
About Me
As a successful professional juggling work, family, and everything in between, it’s easy to feel like your financial future is slipping through the cracks. Maybe you’re saving for your kids’ education, trying to maximize retirement savings, or wondering how to preserve and grow wealth for the next generation—but finding the time or knowing where to start can be overwhelming.I’m Melody Brady, a CERTIFIED FINANCIAL PLANNER™ professional, wife, mom of two, and the founder of Beechmont Financial. I’ve walked in your shoes, managing a busy life while making financial decisions that impact both today and tomorrow. With over a decade of experience, I specialize in helping professionals like you take control of their finances and align their wealth with their values and goals.
When we work together, you’ll get more than just financial advice—you’ll get a partner. I’ll listen to your concerns, understand your dreams, and create a plan tailored to your unique circumstances. From navigating equity compensation to setting up a legacy for your family, I’ll help simplify the complex and give you the confidence to move forward.
The best part? You don’t have to do it alone. I’ll be by your side as your goals evolve, ensuring your plan keeps pace with your life.
Imagine having a clear, actionable financial strategy that aligns with your priorities, gives you the freedom to enjoy today, and ensures a secure future for your family. That’s what we can build together.
You’ve worked hard for your success—now it’s time to make it work for you.
Let’s schedule a time to talk. Together, we’ll create a plan that puts you in control, simplifies your financial life, and allows you to focus on what matters most.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant (ChFC)
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- Financial Planning Association
- Flat Fee Advisors
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Subscription
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
Offers Tax Preparation
Yes
About our Firm
Your life is busy, your goals are ambitious, and your family’s future matters deeply. At Beechmont Financial, we believe that successful professionals like you deserve expert guidance tailored to your unique needs. Our mission is to help you make smart, informed financial decisions that support your dreams and create lasting wealth.Founded by CERTIFIED FINANCIAL PLANNER™ professional Melody Brady, Beechmont Financial is a boutique, fee-only firm that delivers personalized, objective advice. With over a decade of experience, we focus on what matters most to you—helping you navigate complex financial challenges with clarity and confidence.
Our Comprehensive Services Include:
• Financial planning and tailored strategies
• Investment management to align with your goals
• Retirement planning and income strategies
• Tax planning to maximize savings
• Estate planning for lasting legacies
• Risk management and insurance analysis
• Cash flow and budgeting guidance
As a fee-only firm, we are committed to transparency and objectivity. We never accept commissions or sell products, so you can trust that our advice is always in your best interest. Our client-centered approach ensures that your values, goals, and aspirations are at the heart of every financial decision.
Whether you’re a busy executive, a thriving entrepreneur, or a family focused on building your future, we’re here to help you simplify the complexities of wealth management and create a roadmap for success.
With Beechmont Financial as your partner, you’ll gain more than just financial strategies—you’ll gain peace of mind knowing your future is in capable hands.
Do you think you're ready to take the next step? Schedule a meeting today to learn how we can help you live life fully while building the wealth and security you deserve.
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
- Contractors
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Jewish
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Physicians
- Remote Workers
- Retail Industry
- Sales Professionals
- Single Women
- Technology Professionals
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 17, 2024
The personal care and attention to detail is exceptional. Couldn’t be happier working with Melody for my retirement planning.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2024
Melody was the most thoughtful, empathetic, and strategic financial advisor I had. She actually made strides to get to know me in order to better help me plan for my families future. She assisted with making thoughtful decisions, but never pushed for strategies that I wasn't comfortable with. She answered EVERY text, email, and phone call within hours and always checked in to make sure my expectations were being met. Can't go wrong working with her!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 23, 2024
We have worked with Melody for several years and it has been great. She meets with us quarterly and goes through our situation and explains our options clearly. Even though she has moved out of state, we see no difference in her service. We are hoping she will transition us into our retirement years seamlessly.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 23, 2024
Truly the most attentive service- Melody is organized, motivated, and friendly. We happily trust her with all of our financial decisions!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 22, 2024
Melody has been a wonderful financial advisor. She has my best interests at heart and guides me in my investment decisions wisely. She is very pro-active and schedules regular meetings with me to know if my goals are being met and how to improve returns on my investments. Due to her advice I have been getting a good income from them. The service she provides is far better than any other advisor I have had. I am so happy I moved my portfolio to her. I highly recommend her.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 22, 2024
Melody is an experienced advisor that I trust mine and my family's financial well being too. She's understanding of our needs and able to help with the earliest stages that I am in to nearing retirement like my parents.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 22, 2024
Melody Brady with Beechmont Financial has gone above and beyond to help secure my family's financial future. Her guidance has helped to improve our current financial position and long-term plan for a full and comfortable retirement. Her customer service has far exceeded that of the other financial advisors with whom we've worked. I cannot provide a more full-throated endorsement of Melody and Beechmont.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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