Melody Brady, MBA, CFP®
Turning Strong Incomes into Intentional Wealth.
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Serving Clients Nationwide
Turning Strong Incomes into Intentional Wealth.
Areas of Focus
- Capital Gains
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Family and Money
- High Net Worth
- Inherited Wealth
- Retirement Planning
- Roth Conversion Strategies
- Tax-Smart Accumulation Planning
- Women & Wealth
About Melody Brady, MBA, CFP®
Hi, I'm Melody Brady, Wealth CFO at Forefront Wealth Partners. I help successful professionals and families turn a strong income into real, lasting, intentional wealth.Here is what I see all the time: people who have worked incredibly hard to take control of their finances, are doing well on paper, and are earning more than they ever expected, yet they are still second-guessing the big money decisions.Once you hit the heavy wealth-building years, you suddenly face a mountain of conflicting rules, tax traps, and analysis paralysis. Worse, many people are terrified of hiring a financial professional because they don't want to be pressured into high-fee products, whole life insurance, or corporate gimmicks they don't understand.
As a RamseyTrusted pro, my ultimate goal is simple: looking out for you.
I take the complexity out of wealth building so you can stop stressing about whether you're doing it "right." No corporate jargon. No high-pressure sales pitches. Just clear, transparent guidance. My passion for this isn't accidental. 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 her parents' money advice, something I hadn't received but always wished I had.
That moment sparked my obsession with financial planning, and I've spent my career making sure others don't have to navigate those giant questions alone. At Forefront, clients aren't numbers on a spreadsheet; they're part of the family. When you work with me, that's exactly how I want you to feel: supported, informed, and empowered.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
- The AGC
Primary Location
431 W Liberty St, Medina, OH
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Pro Bono
What to expect in the first meeting
Expect a zero-pressure, 15-minute introductory conversation. We’ll talk about what’s on your mind, look at where you are on your wealth journey, and see if our planning styles are a good fit. No math tests, no judgment, and no obligation. ✅ 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.
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Forefront Wealth Partners
Why "Forefront" Wealth Partners?Most traditional financial firms operate looking through the rearview mirror. They tell you what happened to your investments last quarter, or they wait for you to call them when a major life change occurs.
We named our firm Forefront because we believe wealth building requires a proactive approach. We keep our clients at the forefront of wealth strategies, tax-saving opportunities, and market shifts before they happen—not after it's too late.
Our Core Commitments to You:
Strict Fiduciary Standards: As a fee-only practice, we have a legal obligation to put your interests ahead of our own. We never sell high-commission products or hidden-fee gimmicks.
Evidence-Based Investing: We reject the "shiny objects" of Wall Street. We focus on simple, time-tested, and optimized portfolios designed to build sustainable wealth.
Proactive Tax Planning: It’s not just about what your investments make; it’s about what you actually keep. We look ahead to help minimize your lifetime tax burden.
We built Forefront Wealth Partners to be the kind of firm we would want our own families to hire: transparent, relentless about client success, and completely focused on your peace of mind.
Education
California State University, Northridge, Bachelor of Science - BS, Finance, General | South University, MBA, Finance
Volunteer Experience
YoungLives - Great Columbus
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 DisclosureFINRA 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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