Dan Brady, CFP®, CPA, MBA

Dan Brady joined Waverly Advisors in December of 2024 following the acquisition of Planning Capital Management by Waverly Advisors, LLC. As a Partner at Waverly, Dan brings over 15 years of experience in Investment Management, Tax Advisory, Trust and Estate Strategies, Business Entities, Retirement Income, Stock Options, Executive Compensation, and Generational Wealth Planning. Dan finds great fulfillment in assisting his clients with developing their financial plans and creating lifelong relationships in the process.

Outside of the office, Dan enjoys the moments spent with his wife, their two sons, and yellow lab. They particularly enjoy their time spent on family road trips across the country and at Philadelphia Phillies games, where they are season ticketholders. Dan also loves golf, sporting clays, hiking, and likes to think of himself as an amateur home improvement enthusiast.

Education

• Bachelor of Science in Finance and Economics, St. Joseph’s University, Philadelphia, PA
• Master of Business Administration in Finance, St. Joseph’s University, Philadelphia, PA
• Certified Public Accountant
• Certified Financial Planner

Professional Affiliations

• Financial Planning Association of Philadelphia Tri-State Area
• National Association of Personal Financial Advisors
• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• New Jersey Institute of Certified Public Accountants

 Ask Me About:   

• The importance of aligning your investments with thoughtful tax strategy.
• How to identify a reliable retirement age and establish an income plan.
• Mitigating the risks associated with concentrated stock positions.
• Establishing a legacy by utilizing creative estate and trust techniques.
• How to maximize the return on investment in your small business.
• My Peloton obsession