
MICHAEL BRADY
In 2012 I started my career in financial services at a large publicly traded firm. Today, I am honored to be the founder and owner of Clarity Advisors, a boutique Registered Investment Advisor (RIA) based in New York State.
Independence allows me to provide what I call right-sized planning®. Whether you're just getting started and figuring out Roth vs Traditional, or if you're a high net worth family looking to optimize tax strategies / estate strategies; Clarity Advisors can help.
Core Services Include:
-Life Insurance
-Investment Mgmt
-Wills/Trust Planning
-Financial Planning
-Business Valuation/Exit Planning
Legal Stuff: Michael Brady is an investment adviser representative at Clarity Advisors. Clarity Advisors is a registered investment adviser registered with the State of New York. Registration does not imply a certain level of skill or training. The views and opinions expressed are as of the date of publication and are subject to change. The content of this publication is for informational or educational purposes only. This content is not intended as individualized investment advice, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. The author of this publication may hold positions in investments or types of investments mentioned. This information should not be relied upon as the sole factor in an investment-making decision. Readers are encouraged to consult with professional financial, accounting, tax, or legal advisers to address their specific needs and circumstances.
In 2012 I started my career in financial services at a large publicly traded firm. Today, I am honored to be the founder and owner of Clarity Advisors, a boutique Registered Investment Advisor (RIA) based in New York State.
Independence allows me to provide what I call right-sized planning®. Whether you're just getting started and figuring out Roth vs Traditional, or if you're a high net worth family looking to optimize tax strategies / estate strategies; Clarity Advisors can help.
Core Services Include:
-Life Insurance
-Investment Mgmt
-Wills/Trust Planning
-Financial Planning
-Business Valuation/Exit Planning
Legal Stuff: Michael Brady is an investment adviser representative at Clarity Advisors. Clarity Advisors is a registered investment adviser registered with the State of New York. Registration does not imply a certain level of skill or training. The views and opinions expressed are as of the date of publication and are subject to change. The content of this publication is for informational or educational purposes only. This content is not intended as individualized investment advice, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. The author of this publication may hold positions in investments or types of investments mentioned. This information should not be relied upon as the sole factor in an investment-making decision. Readers are encouraged to consult with professional financial, accounting, tax, or legal advisers to address their specific needs and circumstances.
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- Website:
https://www.claritywny.com - Phone: +17162172021
- City: East Amherst
- State: New York
- Postal Code: 14051
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Clarity Advisors, LLC
MICHAEL BRADY

Issue One: The Annual Exit Magazine

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The Impact of Unplanned Consequences on Business Value Whitepaper

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Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

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Case Study: How to Strategically Build Transferrable Value

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Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

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CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
