Matthew Brady, CFP®, RICP®
Designations and Licenses
He is a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional®.
Experience and Education
Matthew specializes in financial planning for business owners, as well as in investment portfolio construction and management.
Prior to joining Mariner Wealth Advisors, Matt worked at UMB Asset Management, where he was a managing director of portfolio management. At UMB, he was responsible for managing the portfolios of high-net-worth clients and select institutional relationships. Prior to joining UMB, Matt worked at State Street Bank in Kansas City. He spent two years as a senior portfolio administrator within State Street’s Insurance Service division, where he was directly responsible for a team of 10 portfolio administrators.
Matt has a bachelor’s degree in history from Kansas State University. Matt is a member of the Society of Financial Services Professionals in Kansas City (FSP).
Matt was named a Five Star Wealth Manager in 2016 and 2017.
Matt is currently involved with the charities Hope House, Liberty in North Korea and Olathe Medical Center Foundation. He takes an active role in the Society of Mayflower Descendants in the State of Kansas as well as the Delaware Crossing Chapter of The Sons of the American Revolution. In his free time, Matt enjoys hunting, reading, travel, spending time with family and his dogs and attending church.
The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. To view the full disclosure and award criteria, visit: https://www.fivestarprofessional.com/awardwinners/KCWM.